With two decades of dedicated experience in financial consulting and investment management, Jacob Derrig has had the privilege of working with ultra-high net worth clients, families, individuals, and institutions to help grow, protect, and maximize their wealth, investments, and financial planning objectives.

Jacob's career has been built on the foundation of continuous learning and professional development. He holds an undergraduate degree from Michigan State University and an MBA from the Kelley School at Indiana University. In addition to his academic achievements, Jacob is also a Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Funds Specialist® (CFS®), and is a registered investment advisor.

Jacob is committed to leveraging the extensive capabilities of Momentum Wealth Management and the expertise of their wealth advisors to provide tailored, client-centric solutions. His focus is on understanding and prioritizing clients' needs, goals, and objectives, ensuring their long-term financial success through personalized and innovative financial planning strategies.

Currently serving as Chief Executive Officer, Co-Founder, and Partner at Momentum Wealth Management, Jacob leads the firm with a vision to deliver bespoke financial solutions that align with clients' unique goals. His previous role as Vice President at Charles Schwab saw him manage a significant portfolio, providing strategic financial advice and customized investment strategies. Prior to this, as Sales Director at Empower Retirement, Jacob directed sales initiatives that enhanced client engagement and drove growth. His tenure at M Financial Group involved developing and implementing wealth strategies to meet diverse client needs. As Regional Director at TS Capital, LLC, he led regional operations with a focus on business development and client relations. During his time at Jackson, Jacob served as a Senior Consultant in Wealth Strategies, providing comprehensive wealth management services with a focus on strategic financial planning. He began his career at Hantz Financial, offering tailored financial advice and investment strategies.

Jacob's extensive experience and unwavering dedication to his clients' financial well-being make him a trusted leader in the industry. His commitment to providing personalized, innovative solutions ensures that clients achieve their long-term financial success.