Jacob Yaklin, Cfp® Email & Phone Number

Native to South Texas, I was raised in Kingsville and graduated from Texas A&M University in 2015 with a degree in Agriculture Economics and a focus in Finance and Real Estate. After living on the east and west coast, I currently call the Gruene Historical district of New Braunfels, TX home with my wife Melyn.After graduation from Texas A&M University, I commissioned as a logistics officer into the United States Marine Corps where I spent four years living Carlsbad, California. While commissioned, I had the pleasure of holding many key leadership positions that included being the Company Commander for Landing Support Company where served along side 350 Marines. Through these trials, I developed a clear understanding of how to create and drive an organization’s culture and the importance of creating systems and procedures to drive productivity.Having a lifelong passion for vehicles, in 2020 I left the Marine Corps and moved to New Braunfels to start a career in the car industry as a Finance Director. Through this role, I developed a clear understanding of the intricacies within finance, warranty products, and customer engagement. With these newly acquired strengths, I wanted to shift career fields in order to be of more value and better serve clients by providing sound financial advice based on their objectives, needs and overall financial goals.I put a high value on customer satisfaction through my attention to detail and strong work ethic. I thoroughly enjoy helping others take complex financial scenarios and turn them into easy-to-understand concepts.

Listed skills include Lawn Care, Marketing, Finance, Accounting, and 6 others.