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 is working as a client assistant for the team. He 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 helping prepare for client meetings. Weston enjoys technology and trouble-shooting problems. His background and knowledge are valuable assets to our team and clients. Weston is currently working toward becoming licensed through obtaining his Series 7 and 66.