For a little over a year now, I have been sharing with you articles through SOKY Happenings magazine. My goal when writing an article is to provide you with practical and actionable advice for your finances. Over the past year, I’ve covered topics ranging from retirement planning to tips to share with your children about money. But I’ve come to realize I’ve never shared with you who I am. The relationships we build are more than just numbers, we get to know who you are on a personal level. And that’s my goal for this article, to share with you who I am beyond just the numbers.
My younger brother, sister, and I were born and raised by our parents right here in Bowling Green, Kentucky. I went to Greenwood High School and was a part of the high school tennis team, better known as the G-Squad. When it came time to decide on where to go to college, I decided to stay local and attend Western Kentucky University. During my time on The Hill, I pursued a degree in finance, took on leadership roles in my fraternity, and worked for my family’s business. When I’m not at the office, you can likely find me training in the gym, cooking in the kitchen, or spending time with my fiancé by the water. Although I still love the game of tennis, I now find myself playing pickleball more frequently and enjoying the game of tennis by watching the professionals on television with my family and my fiancé’s family. I also enjoy staying active in our community by being a part of the Bowling Green Young Professionals, BG Catholics, and volunteering with Junior Achievement and on the Western Kentucky University Young Alumni Council.
Growing up, I had a passion for collecting coins. Some of my fondest childhood memories were going to various coin shops throughout the state with my dad. As I grew older, my passion for collecting coins turned into a passion for financial planning. When I arrived at Western Kentucky University, I knew one thing for certain, that I wanted to find a career that allowed me to help people. At first, I thought I would be best at helping people by studying medicine. But then I realized I could combine my passion for financial planning and my love for helping others by becoming a financial advisor. This led to my degree in finance with a concentration in personal financial planning and becoming an accredited asset management specialist. By taking this route, I’ve been able to build a career that allows me to develop long-term relationships with other professionals and gives me the ability to make a difference not only in their financial lives but in their personal lives as well.
Our belief at Life Compass Financial is that our clients’ financial plans should be unique to them. This requires us to take a comprehensive, strategy-focused approach that uses proven processes to tailor their plan to their own personal financial objectives. By taking a holistic approach, we communicate with the right professionals to carry out and monitor our clients’ financial plans throughout our relationship. While this approach takes time, we believe in building long-term relationships to serve well into the future.
My mission as an advisor is to provide you with the guidance, support, and education you need to navigate your finances with confidence and clarity. Whether your goal is to build, preserve, or transfer wealth, I’d welcome the opportunity to sit down with you to listen to your story and determine how I might assist you in achieving your goals. I hope to see you around the community and look forward to serving you for many years to come.
-by Jacob Young, AAMS®
Financial Advisor, RJFS
313 East 10th Ave. • Bowling Green, KY 42101 • Phone: 270-846-2656
Ben Smith Life Compass Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
