Who we are
Meet Jacob,
Jacob was born in Roanoke, Virginia, is a father of 6 and married to his wonderful wife Kayla. He moved to the Lowcountry in 2017 and established a footprint in the financial services industry with Northwestern Mutual. Throughout his career Jacob has been in the independent RIA space, a manager with MassMutual and for the last 3 years as a Financial Planner with Prudential. Jacob holds an Accredited Portfolio Management Advisor (APMP) and Registered Financial Consultant (RFC) designation. In addition to his practice, Jacob serves in the United States Army Reserve as a Senior Drill Sergeant. In his spacre time Jacob enjoys traveling with his family, running, and going to the beach.
Meet Brian,
Born and raised in Newark, DE, Brian was raised by parents that instilled in him core values like honesty and hard work. He started his first business while still in High School. Through that, he learned the values that come with saving money. He understands the hurdles small business owners face. Brian graduated from West Virginia University with a degree in Finance. He supported himself through college by working in the hospitality industry. after graduating he pursued his passion for the culinary arts by working in James Beard restaurants across the south. He left the hospitality industry in 2017 and spent the next seven years in the wine industry. Wanting a bigger challenger, he entered the financial industry in 2024 by joining with Prudential Advisors. Brian Specializes in holistic financial planning and preparing clients for retirement. He and his wife Rachael enjoy spending time with their two cats, traveling, going to the beach, and watching European football.
