Jacob Mortensen

Jacob Mortensen, CFP®, currently serves as an Associate at Highland Private Wealth Management since October 2023. Prior to this role, Jacob worked at Trellis Advisors, first as a Client Service Specialist from June 2019 until the company was acquired in March 2021, and later as a Client Service Specialist until October 2023. Jacob's experience also includes a position as Director of First Impressions at Triad Financial Strategies from September 2020 to March 2021. Jacob Mortensen holds a Bachelor of Arts in Business Administration with a focus on Entrepreneurship from the University of Washington's Foster School of Business.