Jacob Kruziki

Focus Areas

Retirement Planning

Tax Planning

Estate Planning

Small Business Owners

About the Financial Advisor

Jacob helps families cross the bridge to a confident retirement, helping them determine how much they can afford to spend, how long their money will last, and creating a long-term income plan for their retirement.

Our team serves clients by helping them develop a retirement income plan with a focus on tax planning to minimize taxes on IRAs and estate planning. With prior experience as a small business owner, Jacob helps clients explore retirement and tax planning opportunities unique to business owners and 1099 employees.

Education and Designations

• Bachelor of Science in Biochemistry at UW Eau Claire

Personal Life

Jacob and his wife Caitlin relocated from Arizona to Minnesota in 2019 to be closer to his family in the area and their love of the Midwest. Their daughter Charlotte was born in 2022 and has brought great joy as they set roots here. Jacob is an avid golf and tennis player who enjoys getting a round in whenever possible.