Jacob Pentz
Senior Relationship Manager
Jacob Pentz brings dedication, knowledge, and a personal touch to every client relationship. Since entering the financial industry in 2020, Jacob has been helping individuals and families build thoughtful, goal-oriented strategies for retirement planning, investing, and long-term financial security.
A Duluth native, Jacob earned his Bachelor of Business Administration in Finance—with a minor in Marketing—from the University of Minnesota–Duluth. He is quipped to offer a comprehensive range of investment solutions tailored to each client’s unique situation.
Jacob is known for his approachable, detail-oriented style and his behind-the-scenes dedication to delivering a seamless client experience. He and Wendy Otterness, Senior Financial Advisor, work closely together to help ensure every plan is executed with care and accuracy, and takes pride in helping make complex financial processes feel simple and stress-free for clients.
When he’s not in the office, you’ll likely find Jacob exploring the outdoors—camping, hiking, or spending time with his wife and their two dogs on the trails of northern Minnesota.