Beth Thieman

Originally a proud “Yooper” from Sault Ste. Marie in Michigan’s Upper Peninsula, Beth brings a grounded and genuine approach to her work at Jacobs Financial. She holds a Bachelor’s degree in Paralegal Studies and an Associate’s in Executive Secretarial from Lake Superior State University, combining sharp organizational skills with a warm client-first focus.

Since joining Jacobs Financial in September 2021, Beth has served as a Senior Registered Client Service Representative supporting David Jacobs, Wealth Management Advisor and Senior Partner. She manages client requests, processes paperwork, and delivers exceptional service at every touch point. Beth lives by the motto “Let the client hear the SMILE in your voice” and makes it her personal mission to ensure clients are heard and cared for.

With 17 years of experience in financial services, Beth offers seasoned expertise in client operations, regulatory compliance, and practice management. Her depth of experience helps create a seamless experience for both clients and team members.

Outside the office, Beth enjoys a good crime or mystery story, listening to music, going on walks, and spending time with friends, family, and her beloved fur babies

Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.