Jacob Tell helps Foundry clients with financial planning and tax strategies. He holds degrees in Personal Financial Planning, Accounting, and Operations Management from the University of Colorado at Boulder. Outside of work, he volunteers in sea turtle conservation and works as a scuba diving instructor.
I came to financial planning the long way around — eight years running commercial fishing operations before I realized the part I loved was helping the crew make sense of their money.
These days I work with families in their fifties and sixties who've done well and want to make sure it lasts. My job isn't to dazzle you with projections — it's to tell you the truth about what the numbers say, and make the next step obvious.
