Jacob Wilt, QKA

AVP, Senior Trust Accountant

Favorite Quote

It’s how you deal with failure that determines how you achieve success - David Feherty

Jacob is responsible for overseeing the daily operations of retirement accounts, educating plan participants, maintaining and building client relationships and annual compliance testing.

“It’s important to me to help clients be as prepared as possible for their retirement years. My experience plays a vital role in helping them achieve their individual goals.”

Education and Certifications:

• Bachelor of Science Degree, Finance – University of Pittsburgh at Johnstown
• QKA (Qualified 401k Administrator)
• John B. Gunter Leadership Program graduate

At the Top of Jacob’s Bucket List:

To see the Los Angeles Lakers win the NBA Championship in person