Executive Financial Planner: Steph has over 18 years of planning experience, providing solutions that are designed to protect all that you have worked hard for. She has build her practice specializing in Farm and Business Planning with a practical and realistic approach. Coming from a rural background has given her an added advantage in truly understanding the needs of Farm Families and Business Owners, as well as the importance of preserving capital. With a strong appreciation for the risks that families face already, having a strong Financial Plan takes some of the stress away. 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" advice.
Steph serves the East Central Alberta Regions (Camrose, Viking and Forestburg)
Steph is a Certified Financial Planner, as well as a Member of the Canadian Association of Farm Advisors
Steph is a 3 year National Sales Conference Qualifier (Ivari)
2016 - #1 Producer of Life Sales Western Canada (Ivar)
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 Literacy and enjoys helping his clients make financial decisions that offer current, cutting edge strategies, providing long term financial gains with tax advantaged outcomes.
Craig serves the Beaumont, Sherwood Park and Edmonton area.
Director of Operations: Kim is an integral part of the Jacobsen Financial Team. Kim is usually the first voice you hear on the phone, greeting you with a pleasant hello. She is eager to help each one of our clients and prospective clients move forward with Financial Planning strategies that are current, flexible and realistic.
Kim brings unique experience to the office, coming to Camrose from the North West Territories, Kim's experience in Housing, Government and Governance, along with her own business ownership experience has made her the perfect addition to the team.
Kim shares her time between the Camrose and Viking offices.
Administration: Angie is a welcomed addition to the team. She is the friendly face you will be greeted with in Camrose when you stop in to say hello, or have a scheduled meeting with the advisors.
Executive Personal Assistant: After a 10 year leave to stay home with her children, Stacie was welcomed back to the team as Steph's EPA. She can be found operating at any of the offices, including our remote office in Meeting Creek.
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