Jacob Woodrum’s career in financial services was inspired early in life by his father, a business owner and investor who spurred Jacob’s interest in financial markets and how they work. Jacob carries this passion into his role as our Lead Investment Strategist and guides the firm’s investment strategy focusing on macroeconomic factors, market analysis, and contributing his insights to the investment decision-making process of the firm. Jacob is a Certified Financial Planner™ professional and a 2023 CFA® Level III candidate and is guided by the philosophy of sowing, then reaping. “In investing, we know things go through seasons and cycles. There will be times when new buds of opportunity appe