About Our Firm

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

At Jacobs Financial Services LLC, we’re committed to helping you take steps to achieve the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance products to help achieve the objectives of that strategy. Our primary focus is retirement income planning and strategies to help you preserve your wealth.

Tom Jacobs

Founder and President



Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 20 years of experience in the insurance and financial services industry. He believes the best approach when working with clients is to be straightforward...

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Mike Bouma

Financial Professional



Mike Bouma is a financial professional specializing in retirement planning for Jacobs Financial Services LLC. Mike’s passion for helping clients develop a plan to achieve a confident and simple retirement is evident in his career...

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Aubrey Nusbaum

New Buisness Director



Aubrey Nusbaum is the New Buisness Director of Jacobs Financial Services LLC. She values helping clients work toward their financial success. She treats clients as if they were her own family. Aubrey has over 5 years of experience...

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Amber Underwood

Office Administrator



Amber Underwood is responsible for providing administrative support to management. Amber is your first point of contact when you walk into our office. Her attention to detail, energy and positive attitude will make you feel right at home!

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Elise Marvin

Financial Professional


Elise Marvin is a financial professional specializing in retirement planning for Jacobs Financial Services LLC. Elise’s professional mission is to help clients navigate through the process of retirement planning by helping to...
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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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