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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Aric Jacobson Advanced Planning Consultant, JD, CFP®, LLM

  • Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
  • Earned a bachelor’s degree from Tulane University, a JD from Tulane University School of Law, and an LLM in taxation from New York University School of Law
  • Member of the New York State Bar (retired) and American Bar Association
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