With over a decade of experience in sales and financial services, Jacob Hartwell is a dedicated Financial Advisor committed to helping clients build confidence in their financial future. He holds his Series 7 and Series 66 registrations as well as his life and health insurance licenses, allowing him to deliver comprehensive guidance across investments, insurance, and long-term financial strategy.
Jacob specializes in modern, tax advantaged planning approaches designed to help clients optimize their financial outlook and pursue long term growth with clarity and purpose.
Throughout his career, he has been recognized for his performance, earning both Centurion and Emerging Leaders Corp awards.
Outside of work, Jacob enjoys an active lifestyle—cycling, running, and hiking whenever he can. He especially values time spent with his wife, Desiree, and their daughter, Riley.