Jacob is a CPA and earned a Master of Professional Accountancy degree from the University of Wisconsin – Whitewater. Jacob has been with the Firm since 2013, with 8 years of public accounting experience serving insurance companies. Jacob's clients primarily consist of property & casualty insurance companies of all sizes, as well as life and fraternal companies.
Jacob is responsible for managing audit engagements, preparing and reviewing regulatory filings and tax returns, and training internal staff. In addition, Jacob also helps coordinate an annual project to review the guaranty association filings of all life and health insurance entities nationwide, which is part of a joint effort of the NAIC and NOLHGA on behalf of the state insurance commissioners.
Jacob is a member of the Insurance Accounting and Systems Association and the Wisconsin Insurance Accountants Conference. He also assists with recruiting for the Firm, including the internship program.