Jacob Melvin
Retirement Plan Education Consultant
& Wealth Advisor
Why I Go To Work Everyday?
What we do as advisors provides real, lasting value to people’s lives. The opportunity to make a positive impact even in the smallest way is what drives me. Helping clients feel more confident about their financial future is incredibly rewarding. I also genuinely enjoy the team environment we have here. It never feels like I’m doing this alone we support each other, learn from one another, and work together to deliver the best outcomes for our clients.
How Did I Get Here?
Growing up, I worked as a caddy, which gave me the unique opportunity to interact with people at a young age. I quickly discovered how much I enjoyed building relationships and hearing people’s stories. At the same time, my experience working in my family’s business sparked a strong interest in money how it works, how it grows, and how it can be used to create security and opportunity. That combination of personal connection and financial curiosity naturally led me to pursue a career in financial services. I went on to earn a degree in Finance from Michigan State University, along with a minor in Wealth Management, which laid a strong foundation for the work I do today.
Why I Care About This Industry?
Life can be stressful enough and financial decisions often add a whole new layer of complexity. I care deeply about this industry because we have the opportunity to simplify that complexity and bring clarity to our clients' financial lives. The landscape is always changing, and that’s exactly why our team is here: to guide clients through evolving rules, markets, and life transitions with confidence. Knowing that we can help people make informed decisions and feel more secure about their future is what makes this work so meaningful to me.
Who I Really Am . . .
I’ve always been someone who loves trying new things and staying active. Whether it’s playing golf, a casual game of pick-up basketball, snowboarding in the winter, or even just tinkering with electronics, I enjoy hobbies that keep both my body and mind engaged. I try to get to the gym as often as I can, it’s a great way to recharge. Growing up, I didn’t have many chances to travel, so discovering new places and cultures is something I’m really looking forward to making more time for. When I’m relaxing, you’ll usually find me watching sports, diving into the DC Universe, rewatching Star Wars, or playing video games. I’m also a huge music fan and love finding new songs or artists to add to my playlist and I’m always up for a good music recommendation.
