Carter Jacobson
Retirement Plan Analyst
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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