Jacob is the Investment Executive at Compass Investment Services, a wholly owned subsidiary of State Bank, which is committed to providing our clients with responsive and highly personal financial guidance to address their needs.
At Compass Investment Services, we believe that trust-and the accountability it implies-is the cornerstone of any successful relationship and should never be compromised.
Trust is far more than simply feeling comfortable with your advisor, having a plan in place or setting achievable goals. It's the ability to set financial worries aside with the confidence and knowledge that someone is looking out for you and your needs.
Jacob resides in Boone County, IN and has served in various volunteer roles in both Hendricks & Boone counties. Away from the office he enjoys fitness, various outdoor activities and above all else, spending quality time with his wife and three children.
- BS Miami University (OH) 1997
- ’97 – ’01 futures trader Chicago Board of Trade
- Investment Advisor in the financial services industry since 2001
- College for Financial Planning '08 - '10
- Yale School of Management CIMA program