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Carter Jacobson

Retirement Plan Analyst

Image for Carter Jacobson
Phone: (651) 276-2807
Email: cjacobson@haysfinancial.com

Carter is an Analyst at HFG, specializing in operations, diligence, and client service support. He holds a Bachelor’s degree in Business Administration from the University of Wisconsin – River Falls, where he also played collegiate football.

Before joining HFG, Carter served as an All-Source Intelligence Analyst in the U.S. Army for four years, earning certifications in analytics, information security, and cybersecurity. Dedicated to supporting the veteran community, he serves on the board of a nonprofit organization, where he leads PTSD support groups and oversees finances and event fundraising.

With eight years of experience in project management and business analytics, Carter brings a strong analytical and organizational skillset to the team. In his free time, he enjoys training and coaching Brazilian Jiu-Jitsu, practicing archery, and bass fishing.

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Our dedicated team is here to help you find the best retirement solutions that suit your organization’s needs. To learn more about our personalized solutions for employers, schedule a consultation with us today.

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