Broker Check
Jacob Helberg

Jacob Helberg

Client Service Administrator I

How long have you been working in your field?

My focus is mainly on servicing client needs while also helping our advisers with their needs. It is a daily balance between the two and no two days are alike.

 

What do you do in your position?

My focus is mainly on servicing client needs while also helping our advisers with their needs. It is a daily balance between the two and no two days are alike.

 

What hobbies do you have?

I am a sports fanatic, so I spend a lot of free time watching sports or playing sports. I love to golf and have been getting into pickleball. I have also been to around 20 INDYCAR races and have attended two Formula One races. I have been a season ticket holder of Minnesota United FC since 2018 as well.

What is the best advice you ever received?

“Do what you love – not what you are told to love.”

 

What are you happiest doing when you’re not working?

I love spending time with my family – my girlfriend Marilyn and our two cats Hiccup and Susu, my mom, sister, and her fiancé.