Firm Profiles

Jacob Stewart

Jacob Stewart, JD, is a professional tax adviser. He works with business owners and their CPAs to help them apply a variety of planning tools that will significantly reduce their tax burden.

Prior to joining our team, Jacob spent several years working as the chief tax and asset protection consultant for a large asset-protection company. In that capacity, Jacob has helped hundreds of medical professionals and other small business owners across the country reduce their taxes and protect their assets. Through his interactions with CPAs, attorneys, and financial planners nationwide, Jacob has gained unique exposure to a large variety of tax planning tools and strategies.

Jacob obtained his juris doctorate degree from George Mason’s law school in Arlington, Virginia. Because of his education and experience, Jacob is able to look at a client’s situation from multiple perspectives and involve asset protection, tax considerations, estate planning, and financial planning in his recommendations to clients.

In addition to his law degree, Jacob has a FINRA Series 65 (investment adviser) certification and has both life and health insurance licenses. He is also licensed to practice law in Utah. Jacob and his wife have five children. Jacob loves spending time with his family, serving in his local congregation, reading, playing racquetball, hiking, and spending time outdoors. He also speaks fluent Spanish and French.