At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Financial Partners Team

Meet Our Team

Cory Marlow headshot

Cory Marlow

MBA AIF®

Wealth Advisor, President

Cory's family

Cory Marlow

MBA AIF®

Wealth Advisor, President

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Scott Hartman headshot

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Scott's family

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Adam Johnston headshot

Adam Johnston

Wealth Advisor

Adam's family

Adam Johnston

Wealth Advisor

Destinee Chupp headshot

Destinee Chupp

CPFA®

Account Manager

Destinee's family

Destinee Chupp

CPFA®

Account Manager

Tracie Dygert headshot

Tracie Dygert

Administrative Assistant

Tracie's family

Tracie Dygert

Administrative Assistant

Cory Marlow headshot

Cory Marlow

MBA AIF®

Wealth Advisor, President

Cory's family

Cory Marlow

MBA AIF®

Wealth Advisor, President

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Scott Hartman headshot

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Scott's family

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Adam Johnston headshot

Adam Johnston

Wealth Advisor

Adam's family

Adam Johnston

Wealth Advisor

Destinee Chupp headshot

Destinee Chupp

CPFA®

Account Manager

Destinee's family

Destinee Chupp

CPFA®

Account Manager

Tracie Dygert headshot

Tracie Dygert

Administrative Assistant

Tracie's family

Tracie Dygert

Administrative Assistant

Cory Marlow headshot

Cory Marlow

MBA AIF®

Wealth Advisor, President

Cory's family

Cory Marlow

MBA AIF®

Wealth Advisor, President

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Melvin "Mel" Jacobson headshot

Melvin "Mel" Jacobson

Wealth Advisor

Scott Hartman headshot

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Scott's family

Scott Hartman

MBA AIF® CRC®

Wealth Advisor

Adam Johnston headshot

Adam Johnston

Wealth Advisor

Adam's family

Adam Johnston

Wealth Advisor

Destinee Chupp headshot

Destinee Chupp

CPFA®

Account Manager

Destinee's family

Destinee Chupp

CPFA®

Account Manager

Tracie Dygert headshot

Tracie Dygert

Administrative Assistant

Tracie's family

Tracie Dygert

Administrative Assistant