Meet Jacob Green Investment Advisor Representative
Helping Families for the last 18 years, Jacob has helped hundreds of clients achieve a more abundant, fulfilling life through sound principles, innovative strategies, and impassioned dedication to what he calls the three branches of Green Tree Wealth: Lifestyle, Protection, and Preparation. He brings a passion for solving problems and a keen understanding of the demanding expectations of each one of his clients. He provides his clients with the confidence to focus on what is most important to them, alleviating the financial "what ifs" of retirement.
Growing up on the coast of Oregon, Jacob has chosen to live where he preferred to vacation in Bend, Oregon with his wonderful wife Dinah and three children Gabriel, Adley, and Gideon. In all his spare time “ha-ha” Jacob enjoys a fun adventure whether that be in the kitchen cooking, mountain biking, snowboarding, archery, or quality time with family and friends.