Jacob Holguin

Family Wealth Associate

  • What path led you to wealth management?

My original career path was engineering. Later on in college, I realized that I wanted to be in a field where I could connect with people versus machines. I applied to the financial planning program at Texas Tech. University and never looked back. Wealth management is appealing to me because I am able to work towards developing relationships with families to help them achieve their goals.

  • What most excites you about your work?

I like to compare the work to the weather, as sometimes it will be unpredictable. This is what makes it exciting. The work I do spreads across different areas of financial planning (wealth management, estate planning, cash flow planning, etc.) and changes with each family.

  • What has been your most rewarding career experience?

The most rewarding career experience is something I experience every day: working with a team that I learn from every day. Everybody brings something different to the firm, and I constantly learn something from them. “Everyone I meet is my superior in some way, and in that I learn from them” – Ralph Waldo Emerson.

  • Why should families connect wealth and purpose?

What I find amazing about everybody is that they have their own unique financial situation(s). Almost nobody is in the exact same situation as you are. Therefore I think it is important to connect wealth and purpose to help define your financial goals and work towards achieving them.

  • Education and accreditations

B.S. in Personal Financial Planning, Texas Tech. University

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I love to see as much of Arizona’s nature when possible. For most of my life, I have lived in the desert and have grown accustomed to the drastic change in climate. I also read a lot of books. Though, I like historical literature I am flexible with reading any other genre.