Our Team
Team

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) 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...
Christine Brookins, White Oak PA
Jeffrey Jacobson, CRPC, CFS, O'Fallon MO
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
Sharon Faulkner, Springfield MO
Terrill Shaw, Springfield MO
Ann (Sallie) Pugh, CFP, Clinton MO
James Hanlon, White Oak PA
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
David Dick, Edmond OK
David Sanford, Springfield MO
James Lea, Springfield MO
Jefferson Barr, Springfield MO
Jefferson Barr, Arcola IL LUTCF
Brian Johnson, Erie PA
Peter Lucier, Dallas TX
Joseph Atkisson, Springfield MO
Trevor Cochrane, Fort Worth TX
Bennett Long, Overland Park KS