Investment Operations Associate
Jacob joined MFC in 2022 as an Investment Operations Associate. Jacob graduated from Claflin University with a B.S. in Business Administration. While gaining his education, He worked in Wireless Sales. Prior to joining MFC, he built a successful e-commerce storefront in the top 5% of Amazon’s 3rd party sellers. Jacob enjoys fantasy football, reading, and visiting his rural hometown, where he gets to connect with his niece and nephew and get away from the hustle & bustle of the city
Jacob's role in the financial planning process is to help implement the financial planner's and portfolio manager’s recommendations. His Client Focus is to make the logistics of Financial Planning easy and enjoyable for clients.