Meet the professionals who can help you Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet The Team

The team behind Jacobs Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. We look forward to meeting you at one of our three locations in Michigan.

Tom Jacobs Founder and President

Tom Jacobs Founder and President

Tom is committed to helping you achieve the retirement you deserve through a personal approach focused on getting to know your unique goals, situation and attitudes about risk.

Tom founded Jacobs Financial Services in 2008 with the objective of helping clients eliminate as much confusion as possible during the retirement income planning process. He believes everyone should be treated with honesty and integrity and strives to create strategies that give his clients confidence their retirement savings won’t run out. 

With more than 22 years of experience in the insurance and financial services industry, Tom is diligent about helping customers pursue their long-term financial goals through insurance products. He is licensed to sell insurance products in Michigan, Indiana and Florida. 

Tom was raised in West Michigan, graduated from Ferris State University in 1991 and has lived in Byron Center for more the 20 years. He is the proud father of two amazing adult daughters, Elizabeth and Molly.

Mike Bouma

Insurance Producer

Elise Monroe

Insurance Producer

Ray Lutke

Insurance Producer

Curtis James

Insurance Producer

Amber Underwood

Marketing and Event Director

Aubrey Hansen

New Business Director

Connor Duiven

Client Relations Manager

Lynzie Gotshall

Director of First Impressions

Lisa McCaffrey

Office Manager

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 616.622.4654.