Our Team

Kirby Jacobson, CFA®, CFP®

Chief Investment Officer / Principal


  • B.S. Personal Financial Planning, Magna Cum Laude, Texas Tech University, 2008
  • CERTIFIED FINANCIAL PLANNER™ professional, 2011
  • Chartered Financial Analyst® charterholder, 2012

I have had a passion for helping others with their finances from a very young age. I enjoy supporting young investors looking to build their portfolios across a progressive career as well as those more established in their careers and in retirement looking for a creative, collaborative partner in the management of their assets. Holding both the CERTIFIED FINANCIAL PLANNER™ deisgnation and being a Chartered Financial Analyst® charter holder is a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies.

My wife, Angela, and I have enjoyed 18 incredible years together and are now raising our two girls, Lillian, 8, and Penelope, 6. Outside of my financial pursuits, I am a long-term member of Orange Theory Fitness and an avid Yogi. Life is about balance, and financial planning is no different. I enjoy helping people look beyond traditional money management and consider balancing one’s personal life and aspirations with all the possibilities of how to accomplish those goals.