Steph D. Jacobsen BA,CFP®,CAFA

Steph, an Executive Financial Planner with BA, CFP, and CAFA designations, brings over 20 years of experience in crafting solutions aimed at safeguarding your hard-earned assets. 

Her practice is rooted in Farm and Business Planning, where she employs a practical and realistic approach. Her rural upbringing provides her with a unique perspective, allowing her to deeply understand the needs of Farm Families and Business Owners, especially regarding capital preservation. 

Recognizing the risks that families already face, she advocates for a robust Financial Plan to alleviate some of the stress. Steph champions a Financial Plan that is straightforward to implement and fully transparent. She is renowned for her direct approach and valued for her sincere, practical advice.

Steph serves the East Central Alberta Regions (Camrose, Viking and Forestburg)

Certified Financial Planner

Member of the Canadian Association of Farm Advisors

PPI Advisory - Advantage Plus Qualifier

Farm Succession and Estate Plan - Content Speaker

RBC Insurance -  Western Canada's Top Investment Advisors

Ivari - Multi-year National Sales Conference Qualifier

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

Stephanie@JacobsenFinancial.ca

Camrose: 780-679-4110

Viking: 780-336-4110

 Craig joined Jacobsen Financial in 2017 as an Associate Advisor, QAFP, bringing with him a wealth of experience in service and technology. With a background in customer service and support in unit installation, Craig's years in the field have honed his expertise. 

Growing up on a cattle ranch, he gained a deep understanding of both business and agriculture. He is deeply passionate about Financial Education and Literacy and takes pleasure in guiding his clients towards financial decisions that incorporate innovative strategies for long-term growth and tax-advantaged benefits.

Craig serves the Beaumont, Camrose, Sherwood Park and Viking, and Edmonton areas.

Craig@JacobsenFinancial.ca

C: 780-878-4327

As the Director of Operations, Kim is a vital member of the Jacobsen Financial Team. Often the first point of contact, she welcomes callers with a warm hello. Kim is dedicated to assisting our clients and potential clients.

Kim's extensive managerial background is a tremendous asset to our office. Her journey from the Northwest Territories to Camrose has enriched our team with her expertise in Housing, Government, and Governance, as well as her entrepreneurial experience.

Kim shares her time between the Camrose and Viking offices. 

Kim@JacobsenFinancial.ca

Camrose: 780-679-4110 

Viking: 780-336-4110

Hogan is the latest, and a welcomed addition to the team. Having recently returned from Florida, where he was privileged to be part of the Keiser University Baseball team.  His dedication and commitment has been proven, receiving both Athletic and Academic Scholarships to study Finance at Keiser University. 

Admittedly, Hogan missed the farm and small town. He is currently completing the remainder of his degree in Edmonton, allowing him to establish himself as a Financial Advisor where he will serve our rural and agriculture communities. 

No secret, Hogan has been around the industry his whole life and is offering a familiar face to many of our clients. 

Hogan@JacobsenFinancial.ca

Camrose: 780-679-4110 

Viking: 780-336-4110

Stacie started her role with Jacobsen Financial when Jacobsen Financial was new, over 20 years ago. Stacie began working with Steph in Bawlf, Alberta in her home office as her Personal Assistant. 

After taking some time away to prioritize family, Stacie was welcomed back to assume the role of bookkeeper and administrative support. 

Stacie's attention to the "tiny details" is incredible and a valued contribution to our team. 

Admin@JacobsenFinancial.ca

Camrose: 780-679-4110 

Jacobsen Financial is dedicated to fostering robust communities and, as such, is committed to backing local organizations within these communities. Over the years, we have taken pride in sponsoring a diverse array of groups, including: 

• Hockey Associations
• Baseball Associations
• Rodeos
• Theater Performers
• Agricultural Societies 
• Golf Courses
• Skating Clubs 
• Churches
• School Programs
• Fire Programs
• Grad Associations
• and many other community collectives.