Jacob began his financial services career with OUCU Financial in 2021. His expertise and passion for financial planning led him to join the Investment Services team in 2023, where he currently excels in IRA Administration and strives for new learning opportunities to increase his range of services. Jacob will likely be among the first people you meet when you visit the Shafer St. office. He's always willing to help you if he can or set you up with a phone, video, or in-person appointment.
Jacob enjoys playing guitar and disc golf and exploring national parks outside of work. We are grateful for his contributions and look forward to continued success with us.