TEAMS +
- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Lucas R. Belanger
- Debbie Berlin
- Erin Brady
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Carsyn Jones
- Edward Karppi
- Leo J. Kelly III
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- Sarah Mouser
- David Nelson
- Thomas J. New
- Taylor O’Hara
- John Piccirilli
- Matthew Pietzak
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Jeffrey Simet
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Stephen Jacobson
Senior Financial Planning Specialist
As a Senior Financial Planning Specialist at Verdence, Stephen is committed to providing effective strategies to aid clients in achieving their financial goals. He brings experience in portfolio management, tax compliance, and client service, which helps him understand the overall financial picture for his clients.
He holds a Bachelor’s Degree in Accounting from Liberty University and has received his CFP® certification through the College of Financial Planning. Additionally, he is an active member of the Financial Planning Association in the Greater National Capital Area.
Get to know Stephen!
If I were not a financial planner, I would be:
“Professional Spikeball player!”
Living or dead, I would like to invite to dinner:
“Ryan Gosling, Christopher Nolan, and Dan Campbell. If you cannot tell, I like movies and my Detroit Lions!”
Three words that describe me:
“Resilient, Loyal, and Caring.”
