Jacob Bill

Jacob Bill

CERTIFIED FINANCIAL PLANNER™ Professional
LPL Investment Advisor Representative

Jacob holds a B.S. from Beloit College and an MSc from the University of Exeter (England). Jacob provides independent comprehensive financial planning advice to his clients to help them address their financial goals. He guides clients with retirement, education planning, estate planning, and insurance needs. Jacob lives in Greendale with his wife Elaine and their two children. When he is not in the office he enjoys spending time with his family, traveling, and playing golf.