Jacob joined the Linea Private Wealth Management team in 2018, as an Operations Associate. He plays a critical role in building and maintaining the firm’s internal processes, including client on-boarding and the facilitation of client requests and inquiries. Jacob manages client account documentation, including new account set-up on our proprietary financial planning system, helping to ensure an exceptional experience for the firm’s clients and team members.
Jacob obtained a Bachelor of Science (BS) in Finance from Kennesaw State University. Jacob along with his wife Heather, and their Husky, Milo, live in Roswell, Georgia. He enjoys hiking, camping, fishing, vegetable gardening, and cooking.