M. Jacob McGuire
President | CIO | CCO | Advisor
Jacob McGuire, throughout his life, has witnessed the true power and influence of financial planning. As a college student at the University of Oklahoma, he started his career in the financial services industry as an intern with an independent financial advisory firm. During his intern years, he developed his personal philosophy to help clients achieve financial independence through comprehensive and customized financial plans. Shortly after graduating college, he became a Financial Advisor, achieving the series 7 and series 66. He enjoys helping clients by working closely with them to monitor and re-balance their financial strategies for total optimization. Few things are as fulfilling as helping develop a unique path to success for each and every client. Outside of the office, Jacob spends time painting on canvas, growing vegetables in his garden, and building miniature models based on historical periods. He also loves being outdoors and camping.