Get To Know

Our Team

We will help you develop a retirement income strategy that truly protects what is most important to you and your family.

We believe you deserve to have a retirement income strategy that truly protects what is most important to you and your family.

Minimizing Risk. Maximizing Retirement.

If you’re looking for a trusted team to build retirement strategies in Detroit or Western Michigan, look no further.

Meet the team of experts standing by to help you make the most of your finances so you can make the most of your retirement!

Tom Jacobs is the president and CEO of Jacobs Financial Services LLC. He has over 25 years of experience in the insurance and financial 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 from Ferris State University.

He is married to Shelly and is the proud father of two daughters. He enjoys fishing, boating, and golfing.

Terri Deboer, Director Of Communications & Insurance Producer

Terri DeBoer

Director of Communications & Insurance Producer

MIKE BOUMA

MIKE BOUMA

Insurance Producer

MONROE ELISE

ELISE MONROE

Insurance Producer

LUTKE RAY

RAY LUTKE

Insurance Producer

Phil Paulson

PHIL PAULSON

Insurance Producer

LUTKE AMY

AMY LUTKE

Insurance Producer

UNDERWOOD AMBER

AMBER UNDERWOOD

Chief Operations Officer

Brian wassilak

Brian Wassilak 

Insurance Producer

Connor Duiven

CONNOR DUIVEN

Client Relations Manager

Lynzie

LYNZIE VANT HUL

Event Director

WALSH MARSHA

MARSHA WALSH

Client Relations Manager

MCCAFFREY LISA

LISA MCCAFFREY

Office Manager

PAYNE KATY

KATY PAYNE

New Business Manager

SMITH ANGELA

ANGELA SMITH

Director of First Impressions

Valerie Maciejewski

Valerie Maciejewski

Business Development Assistant

Mylan Griffin

New Business Assistant

Keyona Williams

Event Speaker

Shelly Smith

Insurance Producer

We offer a wide variety of internships at Jacobs Financial Services ranging from events and marketing, sales, operations and business management. To apply, click the link below!

Please include your resume, LinkedIn (if applicable) and at least 3 references on your application email.

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Terri Deboer, Director Of Communications & Insurance Producer

Terri DeBoer  

Director of Communications & Insurance Producer


After forecasting West Michigan’s constantly changing weather for more than three decades, WOOD-TV Meteorologist Terri DeBoer has joined the team at Jacobs Financial Services as Director of Communications and Licensed Insurance Producer.

In addition to delivering West Michigan’s “wake up” weather, Terri also served as co-host of a daily lifestyle show called eightWest. Through weekly interviews with Tom Jacobs, Terri realized significant similarities between forecasting the weather and the financial markets. In both areas, having a plan for safety and being prepared for times of uncertainty is critical. Reviewing her own personal financial retirement strategy ignited passion within her to help others create their own solid plans for a fulfilling retirement. So, Terri officially “retired” from WOOD-TV, passed her certification exam and joined the team at Jacobs Financial Services.

In 2022, Terri was honored to have been inducted into the Michigan Emmy’s Silver Circle; an award presented to television professionals who have impacted the media and their communities through more than 25-years of service.

In 2021, Terri became a published author; releasing “Brighter Skies Ahead: Forecasting A Full Life When You Empty The Nest.” Terri followed up the release of the book and companion journal by partnering with Faith Hospice to serve as primary author of “Grieving Well: A Healing Journey Through The Season of Grief” released in February, 2023. Terri’s most recent release “Encore Season: Making The Rest Of Your Life The Best Of Your Life” is an inspirational guide for those of us living in our “Golden Years”. In Spring, 2024, Terri will release a 366-Day Devotional for empty nesters.

Terri is a long-time member of the Board of Directors of the Mental Health Foundation of West Michigan and Grand Rapids Griffins Youth Foundation. She is a frequent volunteer and emcee at numerous community events; supporting organizations like the American Heart Association, Faith Hospice, Special Olympics, Make-A-Wish and many more.

Personally, Terri has been married to her husband Bill for more than 30-years. They have three married adult children and two grandsons.

Terri resides in Byron Center, Michigan

MIKE BOUMA

Meet Mike Bouma

Insurance Producer


Mike Bouma is an Insurance Producer 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 his 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 28 years and is the proud father of four fantastic children. When he is not working, he can usually be spotted in the stands cheering on his children’s sports teams.

Meet Elise Marvin Monroe

Insurance Producer


Elise Marvin Monroe is an Insurance Producer specializing in retirement planning for Jacobs Financial Services LLC. Elise’s mission is to help clients navigate through the process of retirement planning by developing simple and impactful plans that help clients achieve their retirement goals and gives them peace of mind.

Elise is a graduate of Michigan State University with a bachelor’s degree in English and Philosophy. She has 20 years of experience in sales and marketing. She holds her life insurance license in the state of Michigan. Elise loves to be outdoors and enjoys hiking, camping, boating, grilling and walks in the park.

Meet Ray Lutke

Insurance Producer


Ray is an Insurance Producer specializing in retirement planning for Jacobs Financial Services LLC. Ray’s mission is to help build a financial plan that emphasizes safety and security in the most tax efficient manner while providing solutions for income that can never be outlived.

Ray holds a bachelor’s degree from Hope College and is an Insurance Producer. He holds his life insurance license in the state of Michigan. He and his wife, Linda, have two grown children as well as four grandchildren. His weekends are often spent riding horses and going on hunting outings.

Meet Phil Paulson

Insurance Producer


Phil is a Service Agent specializing in retirement planning for Jacobs Financial Services LLC. Phil is passionate about putting client’s needs first and helping them navigate every step of the way through their retirement journey.

Phil is a graduate of the University of North Dakota with a bachelor’s degree in Management and Marketing. Phil holds his life insurance license in the state of Michigan and obtained the Retirement Income Certified Professional (RICP) designation through the American College of Financial Services. Phil is a Retirement Income Certified Professional (RICP), a designation obtained through the American College. Outside the office, Phil spends his time golfing, traveling, and watching Minnesota sports.

Meet Amy Lutke

Insurance Producer


Amy is an Insurance Producer specializing in retirement planning for Jacobs Financial Services LLC.

Amy’s number one goal is to help you protect what matters most during retirement.

Amy is a licensed insurance producer in Michigan with over 10 years of experience within the insurance and financial services industry. She is a graduate of Grand Valley State University with a bachelor’s degree in legal studies.

During her free time Amy loves to travel and is always on the lookout for the next best steakhouse.

Meet Amber Underwood

Chief Operations Officer


Amber thrives on empowering her team to achieve and crush their goals. She implements policies to promote company culture and oversee general operations. She started at Jacobs Financial Services in 2017 as the Director of First Impressions. 

Amber earned her undergraduate degree at Grand Valley State University and completed her MBA at the University of Arizona Global Campus. She has more than ten years of management experience in the hospitality industry, including events, restaurants, and retail. 

If she’s not at the office, you can find her at the horse barn. She also enjoys fishing and hunting with her dad, traveling, biking, and cooking. 

Brian wassilak

Brian Wassilak 

Insurance Producer


Brian Wassilak is an Insurance Producer specializing in retirement planning for Jacobs Financial Services LLC. Brian is passionate about helping clients navigate their retirement journey and developing plans for a safe and enjoyable retirement.

Brian is a graduate of Michigan State University with a bachelor’s degree in Business Administration and Spanish. Brian is also licensed in Michigan and Ohio as a Life, Accident and Health Producer. Outside of the office, he enjoys spending time with his dogs Winnie and Aurora, and spending time with his family. He also enjoys playing guitar and golf, in his free time. 

Meet Connor Duiven

Client Relations Manager


Connor Duiven is the Client Relations Manager. He is passionate about providing great service to new and existing clients in all their retirement needs. He holds a Bachelor’s degree in Business Administration and Music from Aquinas College. Connor is also licensed in Michigan as a Life, Accident, and Health Producer. Outside of the office, he enjoys hiking with his dog, Kacey, spending time with family and writing music.

Meet Lynzie Vant Hul

Event Director


Lynzie is the Event Director. She plans and executes all our dinner events, including client events. Her attention to detail and energy provides an exceptional customer experience. Lynzie has over 7 years of sales/management experience in the hospitality industry. She graduated from Grand Valley State University with a bachelor’s degree in Marketing as well as Hospitality & Tourism Management. Lynzie enjoys camping, hiking, golfing, and any adventure with her Golden Retriever, Tucker.

Meet Marsha Walsh

Director of Business Development


Marsha is the Director of Business Development. Marsha has over 25 years of experience in Sales/Marketing and Management in both Media and Retail, where her clients have become more like family or friends to her. Marsha is married to her husband Dave, and they have 2 adopted cats named Oberon (Obie) and Desmond (Desi). They live at River House downtown but spend many weekends up at their family cabin in Bellaire. She enjoys spending time with friends and family, traveling, boating, playing, or watching sports, baking, and adventuring through Grand Rapids. She is part of the Social Committee where she lives, is on the Harvest and Hops committee with the Crohn’s and Colitis foundation and is active in the community.

Meet Lisa McCaffrey

Office Manager


Lisa McCaffrey is the Office Manager. She ensures that the team has everything they need to help their clients meet their retirement goals. Lisa is a graduate of Hope College and Michigan State University with degrees in Social Work. She has over 15 years of experience as an office manager in a financial setting. Lisa has been married to her husband Kevin for over 20 years. She loves the outdoors and enjoys bike riding, boating, trips to the beach, and playing music. She is also a member of the Grand Rapids Symphonic Band.

Meet Katy Payne

New Business Manager


Katy Payne is the New Business Manager. She is responsible for providing excellent customer service to new and existing clients as they start and continue their retirement journey. She holds a bachelor’s degree from Grand Valley State University in Psychology and Sociology. She has over 7 years of Customer Service and Data Management experience in the Non-Profit sector. Katy enjoys horseback riding, reading, cooking, and spending time by the water.

Meet Angela Smith

Director of First Impressions


Angela is the Director of First Impressions. Angela graduated from GVSU with a bachelor’s degree in Hospitality and Tourism Management and has over 15 years of experience in event sales and coordination. She and her husband Adam have been married 15 years and have 2 young boys. When not working, Angela can be found at any of her boys’ games cheering them on. She prides herself on her self-awarded title of World’s Best Snack Mom. 

Meet Valerie Maciejewski

Business Development Assistant


Valerie is our Business Development Assistant that contributes to our client experience. She has over 18 years of customer service experience and training in the nonprofit sector. She holds her bachelor’s degree from Grand Valley State University in Liberal Studies. When Valerie is not enjoying talking to our clients, she enjoys cooking, being outdoors in the summer, and navigating life with her husband and two little girls.

Mylan Griffin

New Business Assistant



Mylan is the New Business Assistant for Jacobs Financial Services LLC. She is responsible for providing new and existing clients with the best experience possible as they start and continue their retirement journeys. Mylan graduated from Grand Valley State University with a bachelor’s degree in Health Information Management and a minor in Healthcare Information Systems. She has over 8 years of experience in customer service and is passionate about helping clients. When she’s not in the office, she enjoys spending time with friends and family, traveling, reading, and golfing.

Keyona Williams

Event Speaker


 

Keyona is a graduate of Wayne State University, with a degree in Marketing and Advertising. After years of working in advertising and sales, she discovered a passion for public speaking. With over 13 years of experience, Keyona has spoken to thousands of students, teachers, and business professionals around the country about the importance of genuine connection, compassion, and kindness. She is truly passionate about helping people live their best lives and create a genuine legacy, both financially and emotionally.

Outside of the office, Keyona and her husband enjoy spending as much time as possible with their two sets of twins. She also loves listening to podcasts, traveling, and dancing.

Shelly Smith

Insurance Producer



Shelly joins Jacobs Financial Services with over 20 years of experience in the Financial Services Industry. She is passionate about educating her clients to empower them to make the best decisions about their retirement.

Shelly attended Grand Rapids Community College and Central Michigan University. She currently holds Life, Accident, Health, Property, and Casualty licenses along with Series 6, 65 and 63 registrations and has been a registered financial advisor for over 5 years.

In her spare time, Shelly enjoys cooking, outdoor activities, and spending time with friends, family, and her animals. Shelly has lived in Plymouth, Michigan for close to 20 years.

The Jacobs Financial Promise

To our clients, their families and everyone within the Jacobs Financial Community:

We believe you deserve to live your best retirement today, knowing that your money is safe regardless of what happens in the markets.

Our promise to you is simple. You can count on us to be on your journey with you.

You can count on us to challenge you to live the retirement dreams you have been planning for decades.

You can count on us to support you more than you have ever been supported.

You can count on us to build a plan that truly protects what matters most to you and your family.

We believe in living a stress-free retirement worthy of the sacrifices you’ve made to get here.

This is no longer a time for compromises, but a time for living your dreams.

You can live the best version of retirement and have fun doing it.

You can make your best years the ones in front of you.

You can spend your money and your time on your terms.

We are honored to be here for you, both in business and in life.

Together, we can and will create the retirement you, your family, and your legacy deserve.

March 29, 2023

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