Advisor Profile

Jacob Kersey is a Senior Associate, Wealth Management at Choreo.  A Certified Financial Planner (CFP®) with a Bachelor of Arts in Business Administration from Bethel University, Jacob is passionate about fostering human connection in financial planning.  He uses a holistic approach to provide financial wisdom and empower clients to achieve their goals and objectives.

With over five years of experience delivering comprehensive financial planning advisory services in the Michiana region, Jacob has a proven track record of helping clients align their financial decisions with their values, needs and aspirations.  Prior to joining Choreo, Jacob worked at Korhorn Financial Group, Inc., where he served as a financial planner providing comprehensive advice including health insurance planning and tax preparation.  He also gained valuable experience as a Wealth Management intern at RSM US Wealth Management.

When he’s not analyzing economic data and markets, Jacob enjoys running, hiking, playing guitar, and spending time with his wife, Taylor and son, Luke.

PROFESSIONAL AFFILIATIONS AND CREDENTIALS

• Elkhart Estate Planning Council

EDUCATION

• B.A. Business Administration, Bethel University