Jacob Tell, CFP®
Jacob is a financial planner with three years of experience supporting advisors in the creation and execution of comprehensive financial plans for individuals and families. He brings an analytical approach to his work and believes that client-centric financial planning is built on transparency and diligence.
Jacob earned his Bachelor’s degree from the University of Minnesota Duluth, where he served as Director of the Financial Planning Club. As a commitment to professional development, he earned his CFP® designation in 2025.
A Minnesota native and lifelong Vikings fan, Jacob spends his time outside of work managing and playing on his summer baseball team, enjoying time with family, and hunting with his yellow lab, Ellie.