Jacob Fenlason is a Client Relationship Manager at Heritage Financial Consultants, where he has worked since 2016. In this position, Jacob is responsible for overseeing the client annual review process and coordinating the support staff. Additionally, he is responsible for the creation and implementation of financial plans, associated analyses, and being the first point of contact for clients. 

Jacob graduated from Towson University with a B.S. in Finance and holds his CERTIFIED FINANCIAL PLANNER^® certification, FINRA Series 7 securities registration, as well as his Maryland Life & Health Insurance license.