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Crystal Lake | Walworth  | Westmont

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Jacob A. Ries

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Jacob A. Ries, AIF

Wealth Advisor

Phone: 
800-822-3642 ext. 136

Jacob Ries strives to be the first person his clients turn to when they need financial advice.  His ambition is to make work optional for his clients.  As a member of the Walworth, WI Exemplar Team, Jacob helps his clients pursue their goals through thoughtful financial planning, diligent exploration of alternatives, professional advice, and exemplary service.

After graduating from the University of Wisconsin-Madison in December of 2000 with a Bachelor of Science degree in Economics, Jacob joined Exemplar Financial Network in May of 2001 as a Junior Planner.  Working primarily with small business owners and pre-retirees, Jacob works closely with his clients to help them develop specific goals for their financial future. 

Exemplifying his noted commitment to his community, Jacob has been the Vice President of Walworth Joint School District #1 Board of Education, where he has served from 2012 - 2015.  He is the Committee Chairperson for the Internship Program through the Geneva Lake West Chamber of Commerce. The Internship Program, which Jacob helped create in 2010, is designed to support and encourage high school sophomores and juniors to become future community leaders by spending a summer auditing board and committee meetings of local municipal, county, and school governments.  Jacob also sits on the Geneva Lake West Chamber of Commerce Citizen of the Year Committee.  He is a member of the Big Foot Lions Club and part of the Big Foot High School Strategic Planning Committee as well.

Jacob is very passionate about volunteer coaching in the Walworth community where he lives with his wife, Kimberly, and his two children; daughter Ally, 13 and son Carter, 9.  Having been involved with wrestling his whole life, he has pursued coaching youth and high school wrestling since 2001.  He also volunteers as a coach for his children’s baseball and softball teams.  In Jacob’s spare time, you will find him enjoying camping, hiking and bike riding with his family. As an avid outdoorsman, Jacob also enjoys golfing, hunting, and fishing.

Getting to know Jacob:

Favorite Food: Spaghetti

Favorite Movie: The Shawshank Redemption

Person past or present Jacob would most like to meet: Walter Payton

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