Financial Analyst with Lens on Client Relationships Joins Consulting Team

SEATTLE, WA – Turning Point is excited to announce its second new hire of 2025 with the addition of Jacob Swerland. With a diverse professional background and a strong commitment to exceptional customer service, Jacob brings a solution-focused mindset and a drive for continuous improvement to his role as a financial analyst.  

Jacob graduated from the University of Colorado Boulder with a degree in Finance and Entrepreneurial Studies, complementing his academic foundation with hands-on experience. His career includes a corporate finance internship in Dubai, where he worked within a global pipeline manufacturer, and as a Customer Relationship Advocate at Fidelity Investments, where he also earned FINRA SIE, Series 7, and Series 63 certifications. Jacob’s versatility and ability to thrive in dynamic environments, including his time as a commercial fisherman in Alaska, highlight his strong work ethic and adaptability.

“We’re thrilled to welcome Jacob to the team,” said Alan Chaffee, CEO of Turning Point. “His diverse experiences, strong analytical skills, and dedication to problem-solving make him an invaluable addition as we continue to innovate and grow.”

In his new role, Jacob will focus on financial forecasting, reporting, and operational metrics tracking - key areas that support strategic decision-making and operational improvement. He will collaborate closely with Turning Point’s leadership to deliver financial insights that drive client success and optimize internal processes.

“I thrive in fast-paced, team-oriented environments,” Jacob shared. “Joining Turning Point gives me the opportunity to not only contribute to the firm’s growth but also make a meaningful impact on our clients’ success stories. I’m excited to bring my skills to the table and learn from such a talented group of professionals.”

When he’s not traveling between Denver and Seattle, Jacob enjoys skiing, discovering new music, and supporting local businesses.