Jacob, a Brunswick, Ohio native, is a financial planning student at the University of Akron with a strong passion for helping others achieve financial freedom. He is beginning his career in financial advising here at True Wealth Design, where he is gaining hands-on experience in personalized wealth management. Jacob is actively pursuing his CFP® certification to further his expertise and commitment to the profession.
How would you describe yourself in one – three sentences?
I’m an ambitious person who finds excitement in the pursuit of meaningful goals. I live with intention and pay close attention to detail. Above all, my family is my foundation and the most important part of my life.
What is something most don’t know about you?
I own a female leopard gecko named Sunny.
What do you do in your free time?
I love spending time outdoors, especially golfing, fishing, and hiking, and I prioritize my health and fitness through weightlifting and an active lifestyle.
What are your wardrobe constants?
Professionally, I stick to a clean and simple look, usually a button-down dress shirt paired with slacks. Casually, I lean toward anything comfortable yet put-together.
What is something interesting someone has said about you?
Someone once told me I’m an influential speaker. It stuck with me, because before they told me I had no idea.
What are you proud of?
I’m proud of the scholarships I’ve earned and the opportunity to intern at True Wealth Design. On a personal level, I take pride in owning my mistakes and growing as a person every day.
16 Personalities Personality Profile:
