Jacob is a Wealth Management Analyst at Axiom Private Wealth, where he supports investment research, financial planning, and client service. He brings a disciplined, team-first mindset to the firm and plays an important role in delivering a thoughtful and detail-oriented client experience.

Jacob graduated from the University of Notre Dame with a degree in Finance, where he served as Captain of the Division I hockey team. He later earned a Certificate in Supply Chain Management from the University of Nebraska Omaha. Before joining Axiom, he played professional hockey in the United States and Germany and gained investment experience as a Credit Analyst Intern at McQueen Financial Advisors.

Originally from Florida, Jacob later lived in Chicago and now resides in Charlotte with his wife. He enjoys staying active and spending time outdoors. Outside the office, you will most likely find him fishing, playing beer league hockey, listening to country music, or attempting to lower his handicap out on the golf course.