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Jacob Magnuson

Jacob Magnuson

Client Service Associate

Jacob earned a Bachelor of Sciences degree in Ag/Food Business Management with an emphasis in Financial Analysis and a minor in Entrepreneurship from the University of Minnesota, Twin Cities. While at university, he was a founding father of Phi Delta Theta on campus where he served as recruitment chair and social chair. He developed a passion for personal financial planning through previous internships and mentors he met throughout high school and college. Jacob is currently completing his licensing to become a financial professional.

Jacob currently resides in the wonderful community of Forest Lake MN. Outside of the office, Jacob helps coach a youth hockey team and enjoys volunteering in the community. He loves to spend time with his girlfriend, support gopher hockey and football, golfing, the outdoors, skiing, skating, working out, and socializing.