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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeffrey R. Jacobson, CRPC®, CFS

Founder and President

(636) 692-5710

(636) 547-3010

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...

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Lisa Leonard

Head of Branch Recruiting and Succession


Christine  Brookins, White Oak PA

Teri Stitzinger, CFP, Brookville, PA 

Nancy Bidrowski, Lincoln NE

Cynthia Gettel, Parkville MO

Nancy McMillan, CLU, ChFC, Fort Smith AR

Brett McMillan, Fort Smith AR

Brock (John) McClain, CFP, Overland Park KS

Brett Deuth, Overland Park KS

Bennett Long, Overland Park, KS

Andrew Middleton, Madison MS

Julie Naji, Kingsville MO

Carole McNichol, Suwanee GA

Jeffrey Englert, Pittsburgh PA

Jennifer Kritz, Manchester IA

Brian Perley, Overland Park KS

Renita Dick, LUTCF, Tahlequah OK 

Renda Reese-Davis, Tahlequah OK

Ed McCloud, Haines City, FL

David Dick, Edmond OK

Brian Johnson, Erie PA

Peter Lucier, Dallas TX

Sandy Arthur, Arcola, IL

Sibyl Slade, Atlanta, GA

Trevor Cochrane, Fort Worth TX

Marlo Machalinski, Erie, PA

Derik Sullivan, Blanchard, OK

Clay Collier, Edmond, OK