The Jacobson Group is a family-driven financial advisory firm with a strong focus on personalized service and holistic management. Mike’s extensive experience in the finance industry, combined with Peder’s fresh perspective and dedication to simplicity and efficiency, seems to create a well-rounded team.

 Mike joined Focus Financial in 1996 and emphasizes 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's son, Peder, joined in June of 2023. He specializes in investment allocation, financial planning, and estate planning. Peder believes in helping clients create financial plans that emphasize clarity and effectiveness and is dedicated to providing an experience that reflects these principles.

 Together, they serve their clients by offering holistic management services that meet their needs.