contact information

driving directions

Professional building next to WPTV local station.

hours of operation

Mon-Fri 9:00 am to 6:00 pm | Sat-Sun by appointment only.


  • Financial Planning
  • Investments
  • Retirement Planning
  • Personal Life Insurance
  • Long/Short Term Disability

about us

Madeline Jacobs is a driven professional with a passion for customer service and personal finance. Her education includes The Madeira School in Mclean, VA for her high school education, an undergraduate degree from The University of South Carolina’s School of Hospitality, Retail, and Tourism Management with Leadership distinction in Professional and Civic Engagement and in Global Learning and an MBA from The University of Florida’s Warrington College of Business.

Madeline's career began in the luxury hospitality industry, where she spent a decade honing her skills in customer service and, more recently, Revenue Management. She worked in various locations, including The Cloister at Sea Island in South Georgia, Four Seasons Resort Maui, Hawaii, Four Seasons Resort Orlando at Walt Disney World Resorts and Four Seasons Resort Palm Beach. During her time in the hospitality industry, Madeline developed a deep appreciation of providing an exceptional guest experience, and she mastered the intricacies of Revenue Management.

In her current role, Madeline utilizes skills from her previous experiences to provide clients with exceptional service, helping them to achieve their economic objectives and a secure financial future. Madeline is committed to excellence, and she takes great pride in helping individuals achieve their financial goals.