About Our Firm
Here’s our story. We look forward to hearing yours.
Jacobs Financial Services LLC
At Jacobs Financial Services LLC, we’re committed to helping you take steps to achieve the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance products to help achieve the objectives of that strategy. Our primary focus is retirement income planning and strategies to help you preserve your wealth.
Meet Tom Jacobs
Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 20 years of experience in the insurance and financial services industry. He believes the best approach when working with clients is to be straightforward, direct and crystal clear about retirement income strategies.
He holds an associate degree in communication and received his bachelor’s degree from Ferris State University. Tom also holds his insurance licenses in the state of Michigan and Indiana.
He is married to Shelly and is the proud father of two daughters. He enjoys fishing, boating and golfing.
Meet Tammy Stone
Tammy Stone is the office manager of Jacobs Financial Services LLC. She’s focused on direct and honest communication and having a calming presence. Clients have appreciated her patience, quick response time, and hard work.
She spent 15 years in real estate marketing and holds a bachelor’s degree in management from the University of Phoenix. Tammy also holds her life insurance license in the state of Michigan.
She is the proud mother of three children.
Meet Aubrey Nusbaum
Aubrey Nusbaum is the client relations manager of Jacobs Financial Services LLC. She values helping clients work toward their financial success. She treats clients as if they were her own family.
Aubrey has over 5 years of experience in the insurance and annuity industry. She holds her life insurance license in the state of Michigan.
Aubrey enjoys mountain biking, kayaking, hiking, and playing guitar.
Meet Mike Bouma
Mike Bouma is a financial professional specializing in retirement planning for Jacobs Financial Services LLC. Mike’s passion for helping clients develop a plan to achieve a confident and simple retirement is evident in his career in the insurance and financial services industry spanning more than two decades.
Mike holds a bachelor’s degree in business administration from Eastern Michigan University and is a licensed insurance producer in Michigan.
He has been married to his wife, Beth, for over 25 years and is the proud father of four fantastic children. When he is not working, Mike can usually be spotted in the stands cheering on his children’s sports teams.
Meet Amber Underwood
Amber Underwood is responsible for providing administrative support to management. Amber is your first point of contact when you walk into our office. Her attention to detail, energy and positive attitude will make you feel right at home.
Amber has over seven years of management experience in the hospitality industry; including events, restaurants and retail. She holds a bachelor degree from Grand Valley State University in Hospitality and Tourism.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 616.622.4654 today!