Jacob Burleson

Jacob’s responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

Education

Georgia Institute of Technology, B.S., Mechanical Engineering

What sparked your interest in financial planning?

I was previously an engineer, so I had to think about this a lot while making the career transition. My initial interest was in simply trying to learn more about managing my personal finances. When I started looking for something other than engineering I spoke with a couple of financial planners I knew through family members and liked the concept of being able to help improve people’s lives.

What fuels you every day in your work?

I still get to solve problems like I did as an engineer, but now it’s people problems, not machine problems. The reward is much more satisfying. And I still get to work with numbers, which makes me happy.

What do you enjoy most about working at Modera?

I enjoy the small size. I can talk with anyone in the firm. I could never do that at my previous employer. I also like having so many advisers to learn from and share knowledge with. I believe it is extremely beneficial to have access to so many resources.

Where did you grow up? Where do you live now?

I grew up in Hampton, Georgia, which is about 30 miles south of Atlanta.  I live in McDonough, Georgia now, which is a neighboring town to Hampton. I still have some family close by which is important to me with small children at home.