As a Senior Financial Advisor and Managing Director - Investments, Jacob takes pride in being his clients first call for all financial decisions.  Jacob provides clients with a personal approach to help them develop comprehensive plans to reach their long-term financial goals.  He reviews and updates their plan as their lives change.  He is dedicated to helping his clients achieve their life goals by educating and offering trusted advice in the areas of asset allocation, retirement income planning, estate investment planning and risk management.

Jacob’s practice is built upon trust, sound advice through planning and building lifelong relationships.

Before entering the financial services industry, Jacob graduated from Simpson College with degrees in International Management and Spanish while minoring in Economics. He has been with Wells Fargo & Co. for over 19 years.  While working at Wells Fargo, he has spent time as a Private Banker in Ankeny, Iowa; as a District Manager in Des Moines, Iowa; and as a Private Banking Manager for Iowa/ Illinois. Now, as a Senior Financial Advisor with the Ankeny office of Wells Fargo Advisors, he continues to take pride in working for a firm that puts you first.

Jacob has been recognized by Forbes over the years.  Most recently by Forbes Best-in-State Wealth Advisors in 2023 and 2024.   Jacob was also named Top Next-Gen Wealth Advisor Best In State in 2019. *

Jacob’s mission is to help each one of his clients plan for a financial future in a way that best meets his or her goals, and his commitment to his clients and to his community doesn't end there. He has been an active member of the community currently with his local church, the Juvenile Diabetes Research Foundation of Central Iowa, Principal Charity Classic, The Sean Nielsen Foundation, and helping with Hands on Banking in our local schools.

Away from the office, he enjoys traveling, golfing, coaching children's sports, and spending time at the Lake of the Ozarks with his family and friends.  Jacob and his wife Kathy, live in Huxley with their children Kaylor, Khloe, and Klaire. 

Jacob looks forward to extending his services to you and your family.  Together, we can discuss financial strategies designed to fit your unique situation.


2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). Fee paid for use of logo. 2023 Forbes Best-In-State Wealth Advisors: Awarded by April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment and Insurance Products Ø NOT FDIC Insured Ø NO Bank Guarantee Ø MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC,  a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

As a Financial Advisor, Christin is dedicated to helping her clients take a proactive approach to their finances.  She begins each relationship by understanding a client’s unique circumstances, both personal and financial. She then works to establish a written plan tailored toward helping clients realize their life goals. Born and raised in a small community, Christin is committed to her client relationships through professional service and investment advice that is genuine and reliable.  Christin’s clients also benefit from access to Wells Fargo affiliate products and services such as Premier Banking, Wealth Planning, Lending, and Insurance.

Christin joined Wells Fargo & Company in 2003. Prior to joining Wells Fargo Advisors, Christin spent time as a Teller, Banker, and Branch Manager at Wells Fargo Bank in Indianola, Iowa; a RB District Manager in Des Moines, Iowa; and an Affluent Segment Leader for Iowa/ Illinois/Kansas/Nebraska. Before entering the financial services industry, Christin earned her Bachelor of Arts degree from Simpson College in Indianola, Iowa. While attending Simpson College, she was an active member of Kappa Kappa Gamma sorority.

Christin and her husband, Casey, live in Indianola, Iowa. Together, they have 5 children: Cael, Bryce, Carson, Grady, and Kendall. Away from the office, Christin enjoys supporting her children in their extracurricular activities, tackling new DIY projects with her husband, and spending time with family and friends. Christin has served on the board of directors for several local non-profit organizations and is passionate about volunteering in the communities where she both lives and works.

As a Financial Consultant, Hunter takes pride in working collaboratively on a team that is focused on helping each client succeed financially. His responsibilities include creating financial plans, solving complex problems that clients may face, and building deeper relationships with our clients. To Hunter, the foundation of relationships with his clients are honesty, reliability, and trustworthiness.

Hunter holds his Series 7 and Series 66 registrations as well as his life and health insurance licenses. Prior to joining Wells Fargo Advisors, Hunter spent time at both Lincoln Financial and Principal Financial Group in Des Moines, Iowa. 

Away from the office, Hunter enjoys spending time outdoors with his trusty bird dogs, Harper and Remi.  He enjoys hunting, fishing, and golfing. Hunter also has a passion for the sport of wrestling. He is part of the Indianola High School wrestling staff that was recently recognized as Class 3-A Coach of the Year at the 2024 State Tournament, and he stays involved in AAU wrestling events for youth of all ages. 

Hunter lives in Indianola, Iowa, where he graduated High School and attended Simpson College.  Hunter earned a bachelor’s degree in business management and graduated with Magna Cum Laude honors.

As a Client Associate, Megan is committed to providing exceptional customer service to clients while providing administrative support to our team. Megan manages a variety of service requests, schedules appointments for new and existing clients, opens and provides maintenance on accounts, and builds strong relationships with clients.

Megan has been in the financial services industry since 2017. Prior to joining Wells Fargo Advisors, she was a Teller and Personal Banker for Wells Fargo Bank in Pleasant Hill, Iowa, where she assisted clients with their day-to-day banking needs. Megan was also a Service Manager in Ankeny, Iowa, where she managed bank operations for the teller line.

Outside of the office, Megan enjoys spending time with her fiancé, Adam, being outdoors, gardening and playing with her 4 dogs - Doug, Cookie, Jimmy, and Hobi. She has also recently developed a new love for making homemade dog treats!

In the Client Associate role, Kathy helps behind the scenes providing administrative support to the team’s financial advisors.  She is dedicated to helping her team provide the best experience for their clients. 

Kathy graduated from Simpson College where she studied International Management and Spanish. She continued her education at Drake University where she earned her M.A. in Teaching.  She started with Wells Fargo out of college as a personal banker, and then service manager.  She stepped away from the financial industry for 10 years to teach high school Spanish before coming back to Wells Fargo to join the Johnson & Aldridge Group of Wells Fargo Advisors.

Kathy lives in Huxley with her husband, Jacob, and their three children: Kaylor, Khloe and Klaire.  Kathy enjoys hosting and spending time with neighbors, friends, and family.  When not supporting her girls in an auditorium or nearby gym, she is active in serving her church as well as volunteering in the local schools and community.