CCO, Operations Manager,
wealth Advisor, private banker
Office Phone: 319-235-6561
The University of Northern Iowa brought Jacob Myrvik to the Cedar Valley, and upon graduation he stayed in the area and purchased a home in Waterloo with his wife Sarah. If he wasn’t a financial advisor, he would likely be a professional disc golf player. He feeds that passion by traveling across the state and even to Illinois and Minnesota to play different courses, whenever he has an opportunity. In the summer if you can’t find him on a disc golf course with his dog Foster, he might be relaxing by the pool at Lost Island with Sarah. When football season comes around he finds time to cheer on the Iowa Hawkeyes and Minnesota Vikings. For an activity they are able to enjoy year-round, Jacob and Sarah make time to regularly play trivia with family and friends.
Jacob has over three years of experience in the financial industry and brings and energy and enthusiasm to the firm that is immediately clear upon interacting with him. His knowledge, along with his attention to detail allow him to provide a superior customer service experience.
- Securities licenses held: Series 7 & 66
- Life insurance and variable annuity licensed
- Bachelor of Arts [BA] – Business Economics, May 2015: University of Northern Iowa
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