Jakob Fries CFP®
Director - Financial Planning
Jakob Fries our founder started devoting his life to serving others in 2006 when he joined the United States Air Force. After leaving the Military, Jakob wanted to continue his service to others. Jakob knew that a way to help people most was through their financial lives. With this in mind, he completed his Bachelors in Finance with a focus in portfolio management and many internships within the investment industry. Jakob is now utilizing that experience and dedication to helping his clients create the financial plan they deserve.
In addition to helping his clients, he is committed to helping his community. Jakob is currently a member of The American Legion Post 40, committed to mentoring youth and sponsorship of wholesome programs in our communities, advocating patriotism and honor, promoting strong national security, and continued devotion to our fellow service members and veterans.