Megan grew up in Grand Rapids, MN, and now calls St. Cloud, MN, home. She earned her degree in Business Finance from St. Cloud Technical & Community College and also attended the Model College of Hair Design where she studied Cosmetology. She joined Jacobs Financial in April 2021 and works closely with Financial Advisor Andrew Jacobs, helping to manage the day to day operations and workflow of his practice. Megan plays a key role in preparing applications and documentation for client meetings, as well as tracking and maintaining client records from start to finish to ensure a smooth and efficient experience.
With a strong focus on client service, Megan is dedicated to building positive relationships and delivering exceptional support to every new and existing Jacobs Financial client. Her attention to detail, organizational skills, and commitment to excellence help create a high quality experience for those working with the firm. She also holds her Minnesota Life and Health Insurance License, allowing her to better support clients and contribute to the firm’s comprehensive planning process.
When she is not in the office, Megan enjoys antiquing, gardening, traveling, kayaking, biking, camping, and spending time with her family at the lake. Life at home with her husband Chris and their three kids Mason, Evah, and Adalye is full of energy, whether they are cheering at dance, hockey, baseball, and softball games or enjoying time outdoors together.
Non-registered associate of Cetera Wealth Services LLC, member FINRA/SPIC.