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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. Tom holds an associate degree in communication and received his bachelor’s from Ferris State University. He is the proud father of two daughters. He enjoys fishing, boating, and golfing.

David Carrier has never been one to do things halfway. From working multiple jobs to pay his way through the University of Notre Dame to serving as an Airborne and intelligence officer in the U.S. Army, David has always believed in doing the job right. After earning law degrees from Boston University and Georgetown, David joined a large law firm—only to realize his entrepreneurial spirit and client-first mindset didn’t fit the corporate mold. He went out on his own, determined to help families protect what they’ve worked a lifetime to build. Today, David leads a West Michigan law practice dedicated to educating families on how to preserve their wealth, avoid unnecessary losses, and plan for the future. Through free weekly workshops, David and his team provide clear, practical guidance to help families keep their assets and gain peace of mind.