Jacob is the Founder & Lead Advisor at Rivertree Wealth.
He is a graduate of Louisiana Tech University where he received his Bachelors in Finance as well as his Masters of Business Administration (MBA). He holds the Series 65 license and is also a CERTIFIED FINANCIAL PLANNER™.
Jacob is passionate about getting to know his clients on a personal level. He knows that everyone has a different view or relationship with money and understanding those differences is key in developing a personal financial plan.
He not only takes pride in helping his clients make sound financial decisions but making progress in their daily lives. His ultimate goal is to create financial freedom for his clients so they can focus on the people and things they love rather than worrying about money all the time.
Outside of work, Jacob loves spending time with his wife, Kellie, and his daughter, Sadie. His family is the thing he values most who works at Little Rock Christian Academy. They live in Little Rock, AR and attend Immanuel Baptist Church. Jacob enjoys playing golf, running, fishing, and anything outdoors.
Jacob and Kellie’s deepest desire is to honor God with their lives and use their work as a means to love and serve others.
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