Meet Jacob
Focus areas
Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Financial Education
Languages
English
Professional Story
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Education
Oregon State University (2022-2026)
Hobbies
Photography, Videography, Country Dancing
Community Involvement
Catholic Young Adult Groups
CRN202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual Oregon
5885 Meadows Rd #850
Lake Oswego, OR 97035
Lake Oswego, OR 97035
