Jakob brings over 3 years of client service experience to his role as Client Service Associate.  He supports new client onboarding, ongoing account management, charitable giving coordination, collaboration with insurance brokers, and day-to-day client requests.  He works closely with the Client Service, Education and Boulder Bridge Trust Company teams to deliver thoughtful, high-quality service tailored to each client’s unique needs.  Before joining Okabena, Jakob worked at Valley Asset Managers, providing client service to individuals and families.

Jakob earned his BA in Strategic Communication, with a minor in Business Management, from the University of Minnesota–Twin Cities.