TEAMS +
- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- 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
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Stephen Jacobson
Financial Planning Associate
As a Financial Planning Associate 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 is currently pursuing his CFP® coursework 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.”
