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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Melvin "Mel" Jacobson

Registered Principal, Co-branch Manager, RJFS

(574) 264-0621

[email protected]

In his role, Mel strives to address the individual needs of each of his clients while taking into account their financial objectives – ensuring they have the income they need and a plan designed to achieve the retirement they want....

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Cory Marlow, MBA

Financial Advisor, RJFS

(574) 264-0621

[email protected]

Cory believes that by understanding where his clients are coming from and where they’re heading, he and his team will be better able to provide them with financial plans tailored to their unique needs. He has a passion for this...

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Tracie Dygert

Administrative Assistant

(574) 264-0621

[email protected]

As an administrative assistant with Financial Partners, Inc. since 2007 Tracie Dygert has been committed to providing support to her colleagues and their clients. She brings charm, organization and humor to the office every day. Tracie...
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