Jacob Rothenberg

Bio

Jacob is a Private Client Relationship Manager at Procyon, bringing more than two decades of experience in personal finance and lending to his work with clients. Known for his discipline, reliability, and client-focused approach, he helps individuals and families make informed financial decisions with structure and clarity.

Before joining Procyon, Jacob built a successful career in home financing, developing a deep understanding of personal cash flow, credit, and long-term wealth strategies. His military background instills the integrity and precision that guide his service-driven approach today.

Jacob holds Series 65 and 66 licenses, along with Life and Health insurance licenses, enabling him to support clients with a wide range of planning and investment solutions. He believes trust and transparency are the foundation of strong client relationships and is committed to delivering thoughtful, consistent guidance.

Jacob lives in Prosper, Texas, with his wife, Alissa, and their three children. Outside the office, he enjoys community involvement, family time, and spending time outdoors.