Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Eric Jacobs

Eric Jacobs

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Eric Jacobs Visit Eric Jacobs's website


Our team

Mary Merritt

Mary Merritt

Office Manager

Autumn Bradner

Autumn Bradner

Operations Manager,

Client Service Coordinator
Luke Jacobs

Luke Jacobs

Executive Assistant