Director, Investment Property Wealth Management™
Luck is where opportunity and hard work meet.Seneca
Jacob is a Director of Investment Property Wealth Management™ at Realized, helping real estate investors build personalized investment plans that are best suited to their unique situation. Jacob looks to maximize risk-adjusted after-tax cash-flow and mitigate capital gains when evaluating portfolio options.
Jacob has been a licensed advisor for 14 years, providing holistic advice and guidance to individual clients. Prior to joining Realized, Jacob worked as a senior financial consultant, providing high net worth clients with advice on investments, risk management, tax, and estate planning when evaluating an individual client’s overall investment objectives. Jacob achieved licensure as a Certified Financial Planner, CFP® in order to better understand a client’s overall situation when evaluating individual investments. Jacob is a graduate of Texas State University, holding a Bachelor’s Degree in Business Administration with an emphasis in Finance. He has been a financial advisor for over 15 years and was born in Oklahoma.
Jacob has two kids that occupy most of his free time with their sports. Jacob currently resides in Austin, TX where you can find him carting his kids to activities or catching the latest sports game. He loves to play golf, hike, and mountain bike trails, and visit state and national parks.
Fun Facts About Jacob
- One of Jacob's first jobs was moving furniture for his father's moving company during the summers when he was 14-15 years old.
- If he could vacation anywhere, Jacob would like to visit Australia and New Zealand.
Being transparent with everyone in your life... your partner, children, colleagues, clients, and friends is the right way to answer tough questions and live life without doubt.
Jacob's ArticlesAll Articles
Are Mortgage Investments A Valid Opportunity Zone Property?
Just about anyone familiar with the Qualified Opportunity Zone (QOZ) program understands the basics of how it operates. The initiative, part of the Tax Cuts and Jobs Act of 2017, led to the designation of approximately 8,700 federally ...
Is TSP a Qualified Retirement Plan?
The Thrift Savings Plan (TSP), part of the Federal Employees’ Retirement System, is a defined contribution plan that closely resembles the private sector 401(k) and Roth IRA plans. It is not only a qualified plan, but it is also a part ...
What Is The Rate Of Return Of A Delaware Statutory Trust?
Unlike a direct real estate investment, investing in a DST is less complicated. There isn’t any rehab that investors must spend money on. There’s no closing cost. The cost-basis is easy to figure out. All of that helps simplify the ...