Investment Advisor
Jacob is an Investment Advisor Representative of Alliance Wealth Strategies (AWS), a Registered Investment Advisory firm owned by Brown Edwards. In addition, he is a Partner of tax services in the Richmond office of Brown Edwards. Jacob has over 25 years of experience providing accounting, tax, and consulting services to individuals and privately-owned businesses.
In addition to being a CPA, Jacob also holds the Certified Financial Planner (CFP®) designation. With this designation, Jacob assists clients with retirement savings and planning, risk management and insurance planning, and tax and estate planning.
Jacob graduated from Virginia Commonwealth University with a Bachelor of Science degree in accounting as well as a Master of Taxation degree. He is a member of the AICPA, the Virginia Society of CPAs, and the Certified Financial Planners Board.