Financial Planner

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Phone: 863-940-0000
Fax: 863-877-2576

Address:
65 Lake Morton Dr.
Lakeland, FL 33801
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Jacob is a Financial Planner and joined Larson Financial in 2013, initially in the Indianapolis office and now for the past few years in Central Florida. He enjoys educating clients so they feel empowered to make sound financial decisions. He understands that we’re all busy, physicians even more so than most, and strives to give clients the freedom to focus on their passions and interests, rather than stressing over finances.

Jacob graduated cum laude from Huntington University (IN) with a triple major in Economics & Finance, Entrepreneurship Small Business, and Business Management. He holds his Series 7 & 66, Life & Health Insurance License, and the CERTIFIED FINANCIAL PLANNER® certification.

Jacob and his wife, Jessica, live in Lakeland with their dog Zoey. They enjoy traveling, playing board games with friends, and are active in their church. Jacob also enjoys cheering on his beloved Indianapolis Colts and Illinois Fighting Illini.

Check the background of this investment professional on FINRA’s BrokerCheck



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