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.
Melvin "Mel" Jacobson
Wealth Advisor
574-264-0609
In his role, Mel strives to address the individual needs of each of his clients while taking into account their financial objectives – striving to ensure they have the income they need and a plan designed to pursue....
Cory Marlow, MBA
Wealth Advisor
574-264-0609
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...
Tracie Dygert
Administrative Assistant
574-264-0609
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...
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.