Jacob became a valued member of the Collier Wealth Management team in 2023. His dedication and hard work have earned him the Series 7 and Series 66 licenses through LPL Financial. With a focus on expertise and client-centered service, Jacob is committed to assisting individuals and families in pursuing their financial goals.
Guided by the belief that everyone deserves the opportunity to work toward achieving financial goals, Jacob has dedicated his career to helping clients from all walks of life work toward creating a solid foundation to work toward a successful future. Whether it's retirement planning, saving for future expenses, or addressing life’s unexpected challenges, Jacob offers personalized guidance every step of the way. He looks forward to helping you bring clarity and organization to your financial future. Jacob resides in his hometown of Gallatin, TN, with his wife, Ana, and their 2 dogs, who are their pride and joy!