Former president and founder of Green Tree Wealth Inc.
Due to an aging population and ever-growing demand, Jacob set out to become an expert in the areas of Medicare and long term care planning in 2005. Since then he has dedicated his practice to helping build a secure retirement for his clientele in the Pacific Northwest. However, Jacob soon realized it wasn’t enough to simply help his clients with their healthcare decisions; he needed to offer them solutions for their wealth and income in retirement.
As a millennial, Jacob learned the realities of investing early on. Before starting college in 2001, he watched the values of his stock investments soar to new heights only to see them plummet just before his freshman year, due to the bursting of the dot com bubble. After graduating from Eastern Oregon University and starting his career in Bend, Oregon, Jacob followed the traditional next step in laying a financial foundation – he bought his first house. Then a few years later, he watched as the housing crash of 2008 wiped away the equity he had built over the previous years. Jacob was not alone, many of those he cared about also experienced financial