Jacob Merk, CPA, CFP®
V.P. of Investment Strategy, Financial Consultant
Jacob is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional and an LPL Investment Advisor Representative with registrations held through LPL Financial. He has been part of the Provident team since 2016 and became a shareholder in 2021. He earned his Bachelor of Science Degree in Finance and Accounting from the University of Wisconsin - La Crosse.
Financial planning allows Jacob to help people in a meaningful and impactful way. He truly listens to them to help create a financial plan that aligns with their long-term goals. Jacob's training in tax and financial planning helps clients move from uncertainty to finding clarity in the outlook of their financial future.
Jacob is a 2023 graduate of Leadership Oshkosh. In his free time, Jacob likes to hunt, fish, run and root for his favorite sports teams.