Jacob Ayar

As a Wealth Management Associate – Assistant Vice President, Jacob handles daily tasks to help create an exceptional client experience by following up on client requests, portfolio analysis, and financial research as well as assisting in developing financial plans as directed by our Wealth Advisors. Jacob earned his bachelor’s degree from Oakland University with a major in Finance.

Jacob has a passion for helping individuals, families, and business owners make confident financial decisions about their financial future. Jacob takes a relationship-driven approach, focusing on understanding each client’s goals and providing guidance that’s both practical and personalized.

Outside of work, Jacob prioritizes staying active and consistent in the gym, as fitness is a big part of his routine. He’s also a big sports fan, especially when it comes to football, basketball, and golf, and enjoys spending time with friends and family.