JACOB KAPLAN

Portfolio Trader

Jacob helps Triune’s clients with trading in their accounts. He enjoys his role because it helps clients implement their financial plan so they can feel at ease whether the market is up or down. He appreciates that Triune is more than just a financial planning firm; it is truly a part of the community and is focused on being “others first.”

Jacob wants to encourage people to try to avoid looking at short-term market trends to guide their investment strategy. The best thing is to create and stick to a well-rounded financial plan. “Don’t pay attention to the media when it comes to investing, since it often leads investors astray. Sticking to your financial plan and being patient through the hard times has always paid off in the long run.”

Jacob graduated from Pittsburg State University in 2021 with a degree in Finance. He grew up in Kansas City, but due to his dad’s influence, he fell in love with New York sports teams, especially the Yankees. He and his fiancée, Lexi, will be getting married in the fall, and in his free time, he enjoys playing with his dog Kelce and cats Maverick and Stella.