Jacob Stewart is a seasoned financial planner with over a decade of experience helping individuals and families achieve their financial goals. Throughout his career, he has served at leading financial institutions including Wells Fargo, Fidelity Investments, CGN Advisors, Thrivent Financial, Brightside, and Zeiders Enterprises. Known for his dedication and integrity, Jacob provides thoughtful, values-based guidance tailored to each client’s unique circumstances.

A proud Iraq War veteran, Jacob has used his financial expertise to support military families both overseas and in the United States as a financial counselor. His firsthand understanding of the challenges service members face drives his passion for empowering them to build lasting financial security.

Jacob earned his Bachelor’s degree in Business Management from Liberty University and a Master’s degree in Trust and Wealth Management from Campbell University. He holds both the CERTIFIED FINANCIAL PLANNER® and Accredited Financial Counselor® designations and is deeply committed to the highest standards of professionalism and ethical practice.

In addition to his financial work, Jacob is the author of Riches Beyond Wealth: Gospel Lessons Through the Eyes of a Financial Planner.

Outside of work, Jacob enjoys experiencing the beauty of nature, especially in his home state of North Carolina. He has a love for reading and gardening and treasures time spent with his wife and son.