Advisor Profile

Jakob is a Senior Associate, Wealth Management, at Choreo in Davenport, IA.  He works with business owners, retirees, and high-net-worth families to help them navigate complex financial decisions and pursue their long-term goals with confidence. Jakob specializes in comprehensive financial planning, investment management, tax strategies, retirement planning, and business exit planning. 

Jakob takes a collaborative approach to helping clients align their financial resources with what matters most to them. He is particularly passionate about helping business owners maximize enterprise value and prepare for successful transitions. Jakob believes financial advice should be personal, practical, and tailored to each client's unique circumstances. His goal is to simplify complexity and provide clear guidance that helps clients make informed decisions. 

Outside of work, Jakob and his wife, Bella, enjoy staying active, spending time with family, and getting out on the golf course.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®

• CEPA®

• Enrolled Agent

• Series 66

EDUCATION

• BBA in Finance, Tippie College of Business, University of Iowa