As a Senior Planning Associate, Jacob plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, he conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Jacob participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. He reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Jacob contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, he helps support Modera’s comprehensive planning process.
What sparked your interest in financial planning? What fuels you every day in your work?
My interest in financial planning started when I was in college. Coming up on graduation with student loan debt, reality began to set in, and I realized I needed to learn how to manage money for myself. I dove headfirst into the personal finance world, and as I learned more and more, anxiety and fear were replaced with peace and hope for the future. I started hitting my own financial goals and dreaming of what the future can hold. I quickly developed a passion for personal finance and knew that I wanted to help others achieve their goals and use money as a tool to build a life they love.
What do you feel is a strength that you have?
A strength of mine is the ability to simplify complex topics so they are easy to understand. I love thinking of visual illustrations or metaphors to different topics to drive home a point. There is no better feeling than seeing someone have an “aha” moment and knowing I was able to play a part in that.
When you retire you’re going to…?
When I retire, I plan to do plenty of traveling with my wife and to spoil my future grandkids. I plan on playing lots of golf and making it to every Clemson football game I can!
Where did you grow up? Where do you live now?
I grew up in Westminster, South Carolina before moving to Western North Carolina to attend Montreat College. My wife and I now live in Black Mountain, North Carolina.
Montreat College,
B.S., Christian Ministry
Associate Pastor at Highland Christian Church
