Jacob Brown serves as an associate wealth advisor for the Dallas office, joining the team in August of 2021. He brings experience from working in client services at TD Ameritrade for a year, and from interning as operations assistant with West Texas Independent Financial Services in Lubbock, Texas for two years.
Jacob pursued both his undergraduate and graduate degree at Texas Tech University, Graduating with his Master's Degree in Personal Financial Planning in May of 2020. Through his education and experience, Jacob brings a passion for increasing client experience and satisfaction to the team. He enjoys developing relationships to fully comprehend individual needs and addressing financial concerns to alleviate the stress that financial planning and investing can impose.
Jacob enjoys being active with his family and friends and can be found rooting for the Red Raiders in any competition.
“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
PABLO PICASSO
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