Jacob Monroe
Executive Assistant
Jacob joined Richards Financial Services in October 2023. Encouraged by his own personal trading experiences with foreign exchange markets, Jacob jumped at his opportunity to enter the exciting world of financial services. Jacob has always valued customer interactions from previous work experiences and looks forward to supporting clients of Richards Financial Services.
Jacob engages in numerous office duties focused on supporting businesses with their retirement plans, including employee eligibility, preparing and processing applications and documentation, executing advisor and client-directed trades, facilitating timely distributions and compliance-related tasks…all done to uphold safe and reliable processes for our clients.
Jacob was born and raised in Kansas City, Missouri, where he has spent most of his life. Upon graduating high school, Jacob attended Maple Woods Community College where he earned his Associate in General Science, followed by a year at Park University. In 2019, he moved to his wife’s hometown of Healy, Kansas. Jacob now resides in Scott City, with his wife Mackenzie and their three children.