Jacob Marcusen, CFP®
Tri-Cities, WA
Originally from Kaysville, Utah, Jacob Marcusen, CFP® joined HFG in 2021, bringing with him a decade of experience in quality assurance and a deep desire to serve others in a more personal way. After earning his master’s degree in finance from the University of Michigan–Dearborn, Jacob saw an opportunity at HFG to grow in a new career—one rooted in relationships, trust, and long-term impact.
As a financial advisor and HFG’s client services manager, Jacob supports both clients and team members with steadiness and intentionality. His background in psychology (BYU–Idaho) and years in manufacturing management give him a unique lens for problem-solving and helping people feel heard and supported.
Areas of Expertise
- Portfolio Management
- Retirement Planning
Education and Certificates
B.A., Psychology – BYU–Idaho
M.S., Finance – University of Michigan–Dearborn
Favorite Quote/Fun Fact
“Attitude is a little thing that makes a big difference.”
— Winston Churchill
Get in Contact
Email: jmarcusen@hfgtrust.com
Phone: 509.735.7507
Social: LinkedIn
