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 Speaker
Ivari - Multi-year National Sales Conference Qualifier
2016 - Ivari - #1 Producer of Life Sales Western Canada
stephanie@jacobsenfinancial.ca
780-679-4110
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 northern 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.
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 with up-to-date, adaptable, and practical Financial Planning strategies.
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.
Camrose: 780-679-4110
Viking: 780-336-4110
Administrative Assistant: Stacie returns to Jacobsen Financial after taking time off to raise her children at home. Her attention to detail is as distinctive as her personality. Stacie works meticulously, managing the bookkeeping and other office administrative tasks that would be sorely missed without her presence.
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, Performers, Agricultural Societies, Golf Courses, Skating Clubs, Churches, and many other community collectives.
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