Jacob Fallon Client Care & Operations Specialist

As a business professional, Jacob began in the financial industry in 2017 where he immediately found his passion while helping customers with complex bank transactions. As he assisted a financial advisor, he caught the vision to work in ways that help clients grow their assets.

Ultimately, this journey led Jacob to join the Capstone Investment Group Team in 2019, where he serves to exceed client expectations and assist in a variety of areas in sales and operations. His dedication to growing his career in the financial industry makes him a tremendous asset to the team.

As an avid sports fan, Jacob is ready to talk sports any time of the year. Although he favors the Kansas City Chief’s, with Olympia being home for more than 20 years, he still enjoys all the Washington teams. His greatest joy is spending time with his fiancé, Aubri, and their family and friends

 

CAPSTONE RESPONSE TO COVID-19

We want to do all we can to keep our clients, team and community safe during this Coronavirus health crisis. Therefore, CAPSTONE is practicing social-distancing and all client reviews will either be by phone or video conferencing.
While our lobby remains closed, our phones are open, and team is ready to meet your needs.
Call 360-570-9888 or e-mail capstonecare@capstoneig.net.
Your investment goals are important to us! With wisdom, discipline and understanding as a solid foundation, even as the Coronavirus situation changes, your value to us remains steady. Staying connected is more important than ever, so let us know how our CAPSTONE Team can best serve you.