At Focus Financial, we have only one focus – to help you pursue your goals, whatever they may be.
Mike Jacobson has been in the finance industry for over thirty years. He joined Focus Financial in 1996 and focuses on personal financial planning, investment management, insurance applications, 401k plan management, and employee education. He believes that small, positive steps can result in significant positive changes in life, and he is eager to help clients take those steps.
Mike got his BA in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning in Denver in January 2007. He has also completed the Series 7, 63, 65, and 66 exams in securities and insurance.
While Mike is a Rochester, MN native, he spent a significant amount of his life in Hutchinson and Bloomington, MN. He currently lives in Bloomington with his wife, Terry, and his rescue dog, Roscoe. Together, they have two children and five grandchildren. Mike is also a part of multiple men’s ministries in several local churches and has organized fundraising events for charities such as Union Gospel Mission and VEAP. In addition, he enjoys fishing, hiking, playing cribbage, and spending time with his family.
We want to find the solutions that are the best fit for you and provide ongoing service for years to come. Therefore, we will provide you with ideas that you can use to help you pursue your goals.
We want to help you develop, implement, and monitor a strategy designed to address your situation. If you'd like to learn more, we'd love to hear from you.