Financial Advisor
Jacob Marty joined WDS in April 2022 and recently passed his initial licensing exams to become a
financial advisor and is now working towards his AIF (Accredited Investment Fiduciary)
Designation. As a financial advisor, he is passionate about supporting local communities
and enjoys getting to know clients and working with them to help them “solve their puzzle”.
Jacob grew up in Monticello on his family’s dairy farm and graduated valedictorian of his high
school class. He earned a degree in Wildlife Ecology from UW-Stevens Point where he
graduated Summa cum laude and earned the Chancellor’s Leadership Award in 2014. Since
graduating from UWSP, Jacob has been working on the family farm alongside his father and
built a direct-to-consumer business to market their sustainable farm products and support
conservation on the farm. His fiancé, Carly, joined the farm in 2022 and is taking over
management of the business allowing Jacob to pursue a career in finance. Jacob is still involved
with the farm where he frequently works mornings, evenings, and weekends tending to the
animals and working on new projects.
Jacob and Carly are getting married on the farm in September 2023, and are looking forward to
building a home and starting a family in the coming years. In Jacob’s free time he enjoys any
type of competition or game, whether basketball, board games, bag toss, or euchre, and getting
outdoors for exercising or live music with friends.
