Meet Our Team

Jacob is a senior estate planning and tax attorney on the InheritGuard network. He oversees and directs many of our more complex cases across the United States. Before joining our platform, Jacob was the chief tax and asset protection consultant for a large asset-protection company. Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden, protect their assets, and plan for future generations.     

Jacob has also advised thousands of CPAs, attorneys, and financial advisers all over the country and continues to provide tax and estate planning services to individuals and financial professionals nationwide. He speaks fluent Spanish and French as well. Jacob, his wife, and their six children live in southern Utah near Zion national park.