|
|
|
Shawn J. Jacobson, CFP® ChFC MBA Email: sjacobson@lfamn.com Shawn is a principal with Legacy Financial Advisors. He has been with Legacy since January 2002 and specializes in financial planning and investment management. Shawn has worked with international firms such as ING and Prudential where he focused on estate planning and advanced life insurance planning. Prior to this, Shawn was with Minneapolis based money manager, Investment Advisors Inc. (IAI). During his time at IAI, Shawn wholesaled the IAI investment funds to fee based planners and institutional clients. Shawn has been in the financial services industry since he received a Bachelor of Science from Northwestern College in 1991. He also holds the Certified Financial Planner designation from the College of Financial Planning, Denver CO and Chartered Financial Consultant designation from the American College, Bryn Mawr, PA. Shawn completed his MBA at the University of St. Thomas in Spring 2005. Shawn is an active member of the Financial Planning Association of MN. In 2008, Shawn stepped into role of the organization's president. |
|
|
Tom Menzel, CFP® Email: tmenzel@lfamn.com Born 1957, is the President and owner of Legacy Financial Advisors Corporation. He has been with Legacy since it's inception in May 1996. Previously, he had been a Registered Investment Advisory Associate, Investment Manager and President of T.L.Menzel, Ltd. from 1988 to 1996, before joining Legacy Financial Advisors Corporation. He was a Registered Representative with Crown Capital Securities and Registered Principal of TITAN/Value Equities Group, In., Tustin, CA; Royal Alliance, New York, NY; Integrated Resource, New Youk, NY; Southmark, San Antonio, TX; and IDS Financial Services, Minneapolis, MN. Tom holds a Bachelor of Arts in Business Finance from the University of Wisconsin, Eau Claire, and earned his Certified Financial Planner designation from the College of Financial Planning, Denver, CO. |
Quarterly Review
Investment Strategy
®