Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

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 Beauchamp

Autumn Beauchamp

Client Service Coordinator,

Marketing Specialist