Weston Jacob joined The Settle Group in January 2022. Weston was born and raised in Owensboro, and graduated from Owensboro Catholic High School in 2017. He then went on to complete his degree at Western Kentucky University where he majored in finance with a concentration in personal financial planning. Before joining The Settle Group, he interned with The Perry Richey Group in Bowling Green during the summer of 2021 and with the Owensboro office during the fall of 2021. During this time, Weston became well acquainted with Baird's values, technology, and operations.
Weston spends a large portion of his day communicating directly with clients in regard to account updates, money movement, and answering questions. He works closely with Mitch to help prepare for client meetings; and with Shannon to create financial plans. Weston enjoys technology and trouble-shooting problems. His background and knowledge are valuable assets to our team and clients. Weston obtained his Series 7 and Series 66 certifications in 2023.