Melvin "Mel" Jacobson

Wealth Advisor

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 the retirement they want. Attentive and dedicated, he fosters long-term relationships with clients and their families in order to provide them with comprehensive financial planning services.

Mel served as a registered representative for more than 42 years with Integrated Resources, Royal Alliance and Financial Partners. He earned his bachelor’s degree from Indiana University.

Originally from Chicago, Mel lives in Bristol with Deborah, his wife of more than 50 years. He was a member of the Elcona Country Club for 25 years and he served as a board member of Elkhart’s Rotary Club and the YMCA, where he acted as its financial chairman. In his free time, Mel enjoys swimming, scuba diving, playing racquetball, and travel.

Cory Marlow MBA

Wealth Advisor

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 industry and is honored to guide clients along the financial paths designed to help them pursue their short-and long-term goals.

Cory joined the investment world in 2004 and brings an extensive amount of planning experience to his clients. Cory served as a financial advisor at Key Investment Services and as a financial advisor at Notre Dame Federal Credit Union. He earned his Bachelor’s degree from Valparaiso University and his Master’s degree in business administration from Northern Illinois University.

Cory is a board member for the Elkhart County Junior Achievement & Lemonade Day as well as a board member for Camp Tannadoonah-Camp Fire. Cory is also the current acting Supervisor for Porter Township in Cass County.

Cory lives on Shavehead Lake with his wife, Brittany and their son Foster, daughter Lakelee, as well as their dog Ruby and cat Prudence. In his spare time, Cory can be found cooking, collecting records, attending live music shows, and spending time with his family on the lake.

Tracie Dygert

Administrative Assistant

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 lives in Elkhart where she enjoys family, friends and attending the athletic events of her three children. She is a graduate of the University of Georgia, with a Bachelor of Arts degree in Political Science. Tracie is very active with the Elkhart United Aquatics swim club and serves on their board as treasurer.