Jacob R. Schau, CFP®
Wealth Planning Manager
As a Wealth Planning Manager at Seventy2 Capital, Jake works with individuals, families, and business owners to help them make smart financial decisions and build a plan around what matters most to them. His work includes retirement planning, investments, tax-efficient strategies, and overall wealth management. Jake believes quality financial advice should be clear, practical, and personal, and he enjoys helping clients feel more confident about the decisions they are making for their future.
Jake brings a thoughtful and analytical approach to wealth planning. His experience as an advisor, along with his background in engineering and strategic planning, helps him work through complex financial situations practically. He especially enjoys helping clients connect the different pieces of their financial lives and turn them into a clear, organized plan for retirement and their goals.
Jake is a weekend DIY warrior, so you’re likely to bump into him and his son, Conrad, in the aisles of the local home improvement store. Along with his vivacious wife, Kathryn, they spend family time working on projects and practicing sports with their son. They also love to travel and spend time outdoors, especially hiking, golfing, and going on family bike rides. Jake is also an avid reader of history and personal development.
Location: Fort Wayne
*Wells Fargo Advisors Financial Network is not a legal or tax advisor.