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About Jacob:
Jacob joined Waterfront as a Financial Advisor in 2017. His career began in the financial services industry in 2009 with experience in retail banking and management. He enjoys working with individuals and families to create customized solutions to help achieve their goals. Jacob graduated in 2013 from Doane University in Lincoln, Nebraska with a Bachelor’s degree in Business with an emphasis in Management. Jacob and his wife Crystal have three children and reside in Olathe, Kansas. In their spare time they enjoy golfing, culinary arts and traveling with family and friends. |
After decades of feeling “not paid attention to” with one of the larger national financial advisor companies, my wife and I felt it was time for a change. At the recommendation of a co-worker, we connected with Jacob Linch at Waterfront towards the end of 2019. Within minutes of meeting him, we both knew Jacob was the person we had been searching for to manage our retirement savings going forward. Since then, Jacob and the entire team at Waterfront have done a great job keeping us informed, growing our portfolio, and treating us as if we were family. We honestly can’t say enough good things about what Jacob and Waterfront have done for us over the last 4+ years and we highly recommend them.
-Michael B.
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.