Jacob Mortensen

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Jacob Mortensen

Client Service Specialist

Utilizing his passion for helping people and his relentless curiosity, Jacob works closely with our team of advisors to take excellent care of our clients. In his role as a Client Service Specialist, Jacob provides in-depth client support by drafting financial plans, developing an array of analyses, and assisting in the creation and implementation of client investment plans.

Most recently, Jacob served as the Director of First Impressions at Triad Financial Services in Tacoma where he greeted clients, drafted paperwork, and assisted Wealth Advisors in preparing for meetings. Jacob honed his holistic approach to client service as an IT Consultant and Network Administrator at Cheyette & Associates where he utilized his analytical and problem-solving skills to help small businesses navigate the ever-changing landscape of technology.

Jacob attended the University of Washington, earning his Bachelor of Arts in Business Administration with a concentration in Entrepreneurship while also participating in Air Force ROTC. Jacob is an Eagle Scout, and in his free time, he enjoys staying active through running, playing a semi-competitive game of basketball, and hiking. He is based in our Seattle office.

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