Experience

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  Invest financial

  Jan 2015 - Apr 2015

  Sales management team

  I supported a team of 5 Relationship Managers in the day-to-day service to all of Invest's Financial Advisors in the Financial Institution Channel. INVEST specializes in providing reporting, sales support, and industry best practices to our banks and credit union Program Managers.

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  First trust

  Aug 2015 - Jun 2022

  • Vice President of Structured Investments

    Nov 2018 - Jun 2022

  • Internal Wholesaler - Structured Investments

    Aug 2015 - Nov 2018
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  Baird

  Jul 2022 - now

  Financial advisor

  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.The Jacobsen O'Brien Group is a multi-generational team with over 40 years of Financial Services experience that focuses on comprehensive financial planning for individuals and business owners. We discover your "Why" and design a customized investment and planning strategy to ensure you have an enjoyable experience on the road to achieving your goals. Show less