Craig Potter


Associate Advisor: Craig comes to Jacobsen Financial Consulting with years of service and technology experience. He has been working in customer service, support in unit installation for a number of years. Raised on a cattle farm north of Stettler, Craig brings a solid understanding of the business and agriculture fields. Craig has a sincere passion for financial education and enjoys helping his clients make financial decisions that offer current life protection and strategies, but provide long term financial gains with tax advantaged outcomes. Craig currently lives near Beaumont with his wife and daughter. 

Craig serves the Beaumont, Sherwood Park and Edmonton area.


Steph Jacobsen, BA


Senior Advisor: With 15 years of planning experience, Steph provides solutions that are designed to protect all that you have worked hard for. Steph has build her practice specializing in Farm and Business Planning. Steph lives near Bawlf with her Husband Justin and two Sons, Hogan and Tucker where they raise Black Angus Beef Cattle. Having a Farming and Business background has given her an added advantage in truly understanding the needs of Farm and Business Owners. Steph believes the best financial plan is both simple to execute and transparent on all fronts. She is known for her "straight froward" approach and appreciated for her honest and "real life" advise. 

Steph serves the Camrose, Camrose County, Flagstaff County and Edmonton areas.


Steph is a 3 year National Sales Conference Qualifier (Ivari)

2016 - #1 Producer of Life Sales  Western Canada (Ivari)

Cody Proctor


Associate Advisor: With a background in trades, as a Journeyman Machinist, Millwright, and self proclaimed master student, Cody developed an interest for financial planning and saw the need for more simplified and affordable financial planning. Cody started with Jacobsen Financial in 2015 and focuses on helping middle income families. His passion is to ensure they have adequate protection and income replacement to prevent financial tragedy in the event of loss.  Cody lives in Wetaskiwin with his Wife Celia, who is a Teacher. 

Cody serves the Wetaskwin, Millet, Leduc and Edmonton area.