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Jacob Irvin

Assists in the process of building and maintaining the Family Desk Reference® for our clients.
Assists in the execution of the firm’s trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
Participates in client meetings and manages their project and task follow-up.
Earned his Bachelor’s Degree in Finance from Texas A&M.
Studying to achieve the mark of Certified Financial Planner®.