Level Financial Advisors has announced that Win Jacob, CFP® has joined the firm as Senior Financial Advisor.
Jacob will head Level’s 401k Department and will spearhead the firm’s retirement plan offering for small and mid-sized medical, legal, and other professional firms.
Prior to joining Level, Jacob was a partner in Frontier Financial Group, LLC, a financial planning and investment management firm he co-founded in Wellsville, New York. He has also served as curriculum coordinator and full-time lecturer in the Financial Planning Department at Alfred State College. He collaborated with Alfred State and the CFP® Board of Standards to design the curriculum and launch Alfred’s registered four-year undergraduate degree program in Financial Planning.
“We are delighted to welcome Win to our growing financial planning team,” said Rosanne Braxton, CFP®, president of Level. “His expertise in planning – and especially in qualified retirement plans – will boost our efforts to serve small businesses throughout Western New York.”
Jacob will be Level’s sixth CERTIFIED FINANCIAL PLANNER™ practitioner. He will split his time between Level’s Amherst headquarters and a new branch office in Wellsville.
He is a graduate with honors from the Rochester Institute of Technology with a BA in Business Administration. He has also received the Chartered Financial Consultant (ChFC®) designation from The American College.
“We are absolutely delighted to add Win to our team; his addition is the first step in our strategic plan to merge with other advisory practices,” said Michael Heburn, Level’s Chief Operating Officer. Heburn noted that the move will allow Level to create a separate office in the Southern Tier. The new location will be in Wellsville.
Level manages $299 million in assets for over 500 households and is based in Amherst, NY. The firm has been in business since 1980 and recently changed its name from Schroeder, Braxton and Vogt, Inc. as part of its rebranding efforts.