Jacob is a native South Carolinian and a graduate of the University of South Carolina’s Darla Moore School of Business where he earned a Bachelor of Science degree in Economics and Finance. In addition, he holds FINRA licenses 7, 65, 63 and is licensed by the SC Dept of Insurance to provide life and health insurance. His career in the financial services industry began in 2016 as an intern with Northwestern Mutual and then with the Consolidated Planning Group, a Guardian Broker Dealer affiliate. Jacob is passionate and committed to helping individuals pursue the dreams and goals that they have envisioned for themselves and their families. In his spare time, Jacob enjoys listening to music, being on the water, participating in various sporting activities and mentoring at-risk K-12 children in his community.