Meet our team of Financial Advisors



James M. Jacobs
CLU, ChFC, CLTC
Jim is the founder of
Jacobs Financial. Jim enjoys working with business owners and
their employees and has become a specialist in the area of pension rollovers and retirement planning.
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David M. Jacobs
CLTC
David is dedicated to providing financial advice in the areas of retirement, investment, insurance and tax strategies.
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Andrew S. Jacobs
CLTC
Andrew is dedicated to assisting motivated professionals, closely held business owners, and families reach their
financial objectives by offering professional financial advice.
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