In his new role, Jacobs will be responsible for client relationship management by focusing on portfolio design and analysis as well as retirement planning, college funding and wealth preservation strategies. He is a non licensed Wealth Management Assistant of 1st Global Capital Corp., Member FINRA, SIPC.
“Purk & Associates is thrilled to have Ryan join the Purk Advisors team. He is an experienced professional and successful entrepreneur who built and sold a business that has provided him with valuable experience with risk and risk management. He will be an incredible resource to our clients,” said Bill Purk, Purk & Associates Chief Financial Officer.
Founded in 2009, Purk & Associates, P.C., headquartered in St. Louis, is a leading, independently owned accounting and management advisory firm that delivers a full range of tax, accounting, audit and consulting services, which provides high-touch attention to clients’ needs. The firm’s mission – We get it. It’s all about you—allows Purk & Associates to focus on helping their clients’ achieve their goals. Purk & Associates is a nationally certified Women’s Business Enterprise (WBE). To learn more, please visit the web site at www.purkpc.com.