Jacob joined Journey Advisory Group in January 2025. Working closely with our Senior Trader and Chief Investment Officer, he collaborates with the Investment Team to construct and monitor portfolios while overseeing the day-to-day trading operations. His analytical approach and attention to detail help ensure that client portfolios are managed with precision and efficiency.
Before joining Journey, Jacob began his career at Deloitte, where he specialized in Real Estate partnerships and high-net-worth individuals. His experience analyzing complex financial structures, tax strategies, and investment vehicles provides him with a strong foundation for navigating market dynamics and optimizing portfolios.
A native of Alexandria, Kentucky, Jacob earned both a master’s degree in accountancy and a bachelor’s degree in finance from the University of Kentucky. Outside of work, he enjoys spending time outdoors hunting and fishing, taking trips to Norris Lake, and going on long runs with his Rhodesian Ridgeback, Ripley. He and his wife, Alex, call Northern Kentucky home.