Jacob earned a bachelor’s degree in Accountancy with a minor in Business Administration in 2019 from Thomas More University. Prior to joining MCF, he served two years as an Experienced Tax Staff Associate at a public accounting firm. In 2020, he achieved the designation of Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants.
Outside of the office, Jacob enjoys spending time with his family, friends and his fiancée, Abby. Soccer plays a large part of Jacob’s life as he played at Thomas More and has coached his high school alma mater, Newport Central Catholic. He is an active parishioner at St. Joseph Church in Cold Spring, KY.
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on over $2 billion of assets. For the past six years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list.
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