Jacob helps clients achieve their financial goals by connecting them to the appropriate Whitaker-Myers Wealth Managers team member.

As one of the few Ramsey Solutions’ National SmartVestor Pros, our Advisors and Coaches work with clients nationwide. Jacob strives to have the heart of a teacher in helping clients understand how Whitaker-Myers can help them no matter what baby step they are on.

Jacob graduated from Grace College in Winona Lake, Indiana, with a bachelor's degree in Finance. During his time in college, Jacob was an active member of the bass fishing team and participated in various organizations, including the Investment Club, Turning Point USA, the Shooting Club, and the Volunteer Income Tax Assistance Program (VITA). He is passionate about helping people manage their finances and educating them to build financial confidence and knowledge.

Jacob Lives in Bellville, Ohio. In his free time, he enjoys spending time with friends, attending sporting events, fishing, playing basketball, and golfing.