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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

Wealth Advisor

(574) 264-0621

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....

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Cory Marlow, MBA

Wealth Advisor

(574) 264-0621

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

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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