Experience

Irene Jacobs began her financial services career handling personal taxes with H&R Block almost 30 years ago. After fifteen years with Block, she opened her own private tax practice. When she continued to identify investment related tax benefits missed by many of her clients she pursued her fourth career (yes there were two previous!!) as an investment professional (and to learn how to properly handle her own funds). During the nearly 25 years since, Irene has been recognized by several Broker-Dealers and mutual Fund companies for her acheivements. Professionally, Irene takes great pleasure in her partnership with her very capable son. However, her greatest accomplishment is her personal relationship with her three children and their families. Seeing the smiles and hearing the laughter of her seven grandchildren ranging from kindergarten to college age is her greatest joy and pleasure (with her cliients satisfaction and her success being second)!!

David Jacobs started in property and casualty insurance claims for Allstate in 1985. He was promoted to Claims Manager in just 20 months! He pursued an extensive knowledge of insurance products through CPCU courses as well as specific course work such as Fraud Detection. David learned an invaluable lesson from his claims experience; preparing for the possible is the best way to deal with the inevitable.  He wanted to use this knowledge to help people and businesses before problems arose. David began his formal education and development of his investment knowledge in 1998. Along the way he earned Life and Health, series 6, 7, 24 and 63 licenses. David is greatful to his mother, Irene, for asking him to join her. Together they continue to utilize their collective knowledge to assist clients and friends with their goal of financial independence through the satsifactory compliment of appropriate investment and insurance solutions.