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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. |
We’ve had a great experience working with Jacob Linch at Waterfront Advisors. Jacob is always genuine, thoughtful, and incredibly knowledgeable when reviewing our accounts and making recommendations. He strikes the perfect balance of staying in touch—reaching out when it’s helpful without ever feeling overbearing. We really appreciate his guidance and the confidence he brings to our financial planning. |
After years of feeling we didn’t matter with our previous advisor companies, we felt it was time for a change. After researching and interviewing several financial advisor firms we decided to go with Waterfront. From the moment we walked in they have been supportive and patient with all our questions. Our advisor, Jacob Linch has been amazing in helping us get our portfolio realigned and set us on a better path for our finances and our retirement. We are now confident in our financial future. Jacob always keeps us well-diversified and is always available to answer questions. He keeps us updated and informed, which gives us peace of mind for our future. The Waterfront team treat us like family and their approach lets us know they value our goals just as much as we do, we are so thankful we found them. |
*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.