Jacob Vander Slik

Jacob, a CRPC-licensed professional, brings a decade of financial planning expertise to guide clients with precision and care. Grounded in a strong work ethic, he crafts tailored financial strategies with clarity and the warmth of a trusted friend. His mission is to transform clients’ financial goals into achievable realities, free of jargon and formalities.

With ten years of experience and a Chartered Retirement Planning Counselor (CRPC) designation, Jacob builds financial plans that are reliable, straightforward, and designed to make every dollar work hard. His commitment to integrity ensures each client’s future is secure, planned with the diligence of a well-executed strategy. Jacob’s approach is as dependable as it is approachable, making complex financial decisions feel simple.

Outside the office, Jacob swaps spreadsheets for golf clubs, hiking trails, and hockey rinks, bringing the same enthusiasm to his hobbies as he does to his work. He believes financial planning should feel like a conversation over coffee, infused with intelligence, family-first values, and a touch of humor.