With a growing foundation in wealth management and a focus on supporting clients, Jacob believes that confidence in financial decisions begins with clarity, balance, and intention. In his role at Confluence, Jacob is part of the Wealth Planning Team, where he helps individuals and families enhance their lives and legacies through wealth management and strategic investment planning.
Jacob earned his Bachelor’s degree from Allegheny College, where he was also a member of the baseball team and served as the team captain his senior season. His background in collegiate athletics shaped his approach to teamwork, preparation, and discipline- qualities he brings to his work each day.
Outside the office, Jacob is an active member at Orchard Hill Church and stays involved in the community through sports, including participating in a golf and baseball league in the summers. He enjoys staying active, spending quality time with family and friends, and watching Pittsburgh sports.