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

616-622-4654

tom@jacobsfs.com

Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 25 years of experience in the insurance and financial industry. He believes the best approach when working with clients is to be straightforward, direct...
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Mike Bouma

Financial Professional

616-622-4654

mike@jacobsfs.com

Mike Bouma is a Retirement Planning Specialist specializing in retirement planning for Jacobs Financial Services. Mikes passion for helping clients develop a plan to achieve a confident and simple retirement is evident in his career in...
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Aubrey Nusbaum

New Business Director

616-209-4649

aubrey@jacobsfs.com

Aubrey Nusbaum is the New Business Director of Jacobs Financial Services LLC. She manages existing client relations and helps new clients on their path to a safe and stress-free retirement. She cares for clients as if they were her own...
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Amber Underwood

Marketing and Event Director

616-622-4654

amber@jacobsfs.com

Amber is the Director of Marketing and Events for Jacobs Financial Services. She plans and executes our live dinner events, client events and creates our marketing campaigns. Amber has over 7 years of management experience in the...
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Abby Taylor

Office Administrator

616.319.2714

abby@jacobsfs.com

Abby Taylor is the Office Administrator for Jacobs Financial Services. Abby is the first point of contact when clients walk into our Grandville office. Her energy, smile and goal-driven attitude provides an exceptional experience. Abby...
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Elise Marvin Monroe

Financial Professional

616-622-4654

elise@jacobsfs.com

Elise Marvin Monroe is a Retirement Planning Specialist specializing in retirement planning for Jacobs Financial Services. Elise's mission is to help clients navigate through the process of retirement planning by developing simple and...

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Ray Lutke

Retirement Specialist

616-622-4654

ray@jacobsfs.com

Ray is a Retirement Planning Specialist specializing in retirement planning for Jacobs Financial Services. Rays mission is to help build a financial plan that emphasizes safety and security in the most tax efficient manner while...

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Client Centered

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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