Honor Society® member
Jacob Anderson
Planner Internship at Carson Wealth
- University of Nebraska - Omaha
- Finance
- Class of 2022
- Papillion, Nebraska
Member since December 2020
About
I am currently a finance student at The University of Nebraska Omaha. I am perusing a career in Fiduciary Financial Advising where I plan to help individuals align their money with their goals. There is no doubt that money is important, however, more important is the life we live. Money can be a tool to achieve that ideal life, those memories, and that is what I hope to help individuals and families accomplish.
Education
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University of Nebraska Omaha
Finance and investments
2020 – 2022
Goals and interests
- Career goal
I am perusing a career in Fee-Only Financial Planning, with a goal to help align clients money with their goals, and achieve what they believe to be their ideal life.
- Graduate school interests
I am interested in a Financial Planning Grad program, as I will be completing my CFP after my bachelors.
- Outside the classroom
I love going to airshows and staying active. A new found hobby of mine is running and endurance sports, I would love to complete and Ironman or Half Ironman in my lifetime.
Experience
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Planner Internship
Carson Wealth
Jan 2021 – Jan 2023
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Business Owner
Fairway Landscape
Mar 2018 – May 2020
Volunteering
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Youth Leader
Church of Jesus Christ of latter-day Saints
Aug 2017 – Jan 2025
