Jacob D. Morky
Founder
Jacob’s business efforts center around working with dentists, physicians, owners of closely held businesses, and retirees in the areas of insurance & investment and estate & legacy planning. Always keeping risk management and asset protection in mind, Jacob helps his clients focus on the accumulation, protection, distribution and transfer of their wealth and assets.
With this narrow focus on the dental/medical, business owner and retiree community, Jacob is able to understand the issues, goals and concerns of his clients and help them determine what is it they would like to accomplish from both a business and personal financial planning perspective. Jacob then helps his clients take action, and ultimately takes responsibility to get the job done.
As a Financial Adviser*, Jacob holds several professional designations and licenses and is well versed in a number of financial disciplines. In order to stay on top of his field and provide the best possible advice, he continues to regularly attend industry training and certification programs. Jacob’s combined education and experience allows him to offer you an impressive depth of expertise and services and positions him to be your trusted advisor. Jacob also works closely with other professionals including estate planning attorney’s and CPA’s.
Clearly Jacob had a passion for finance. He graduated from Texas A&M University in Corpus Christi with a bachelor’s degree in Accounting and Business Administration, with a minor in Finance. Jacob began his practice in 2008 and currently works with clients in the states of Texas, Ohio, and California.
In Jacob’s free time he loves to scuba dive during the summer, and snowboard during the winter with his wife Amber and their son Jensen.
