Jacob Watson, CFP®

A headshot photo of Jacob Watson

Wealth Advisor


Jacob joined our firm in March of 2021, following a 16-year career working with high-net-worth individuals and families for a registered investment advisor. He earned his Bachelor of Science degree in finance from Ball State University and has been a Certified Financial Planner (CFP®) since 2010. Jacob enjoys working with individuals and families to help them develop and monitor their financial plans to meet and exceed their unique goals and aspirations.

Jacob and his wife Jessica have four children and live in Hudsonville, Michigan. Jacob enjoys sports, and spending time with his family.