Our Team

Team Leader

Jeffrey R. Jacobson, Chartered Retirement Planning Couselor (CRPC®); President, Financial Advisor. Jeff's approach to financial management differs from financial professionals who focus on products or those who have limited areas of experience. Jeff takes a holistic approach to financial well-being. As a team leader, his role is to serve as the “financial quarterback” and coordinator for all financial needs. His purpose is to bring financial order to the increasingly time-strapped lives of the clients he serves. Jeff earned a Bachelor's degree and holds Series 6,7,24,26,63 and Series 65 securities registrations. He also holds life and health insurance licenses, and serves clients across the nation.