Eric Jacobsmeyer is a Founding Partner of CFO Ortho, a Cain Watters company based in Utah. By leveraging software that offers new insight and visibility into clients’ books, together CFO Ortho and CWA expand the level of accounting services offered to clients.

Eric is a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) designation as well as a Certified Financial Planner (CFP^®). He graduated from Brigham Young University’s accounting program and has worked for several large accounting firms in San Jose, Calif., and Denver, Colo. In addition, Eric has experience in the banking industry, where he helped high-net-worth clients with business transition services and the development of sophisticated wealth planning strategies.

“I enjoy working with business owners to improve their profitability and grow their net worth by providing tailored business advisory solutions, effective tax planning, and personal financial advice,” says Eric.

Eric lives in Utah with his wife, Keri, and their four children. Away from work, Eric enjoys being outdoors with his family.