Before joining Inter Vivos, PLLC, Jacob spent several years working as the chief tax and asset protection consultant for a large asset-protection company. In that capacity, Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden and protect their assets. Jacob has worked with hundreds of CPAs, attorneys, and financial advisers all over the country and has had unique exposure to a large variety of strategies and professional opinions. Prior to that, Jacob obtained his Juris Doctorate degree from George Mason Law School and worked as an assistant editor for Aite Group, a prominent financial research company based out of Boston. Because of his education and experience, Jacob is able to look at a client’s situation from multiple perspectives, and involve asset protection, tax considerations, estate planning, and financial planning in his recommendations to clients. In addition to his law degree, Jacob has a FINRA Series 65 (investment adviser) certification and has both life and health insurance licenses. He serves in the Saint George, Utah area.
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