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BASICS: Danna resides in Randolph, NJ with her husband, two young sons, and their dog, Carter, an Alaskan Klee Kai (mini-husky). In her spare time, they love kayaking, playing sports, fishing, skiing, and hiking in the many trails around their home and are resuming traveling as the boys are getting older. She has worked at Lehman Brothers and Barclays, and received her Bachelors of Arts at Vassar College in Poughkeepsie, New York graduating with a major in Economics and Italian, and her Masters in Business Administration at New York University’s Stern Langone Program. She is a CFP(R) and ADPA, and also serves as a Trustee for a local non-profit, Student/Partner Alliance, which serves local at-risk teenagers by providing them scholarships and mentors for their private high school education.
DANNA JACOBS, CFP®, ADPA®, MBA(President/Founding Partner) PHILOSOPHY: Danna is very committed to empowering her clients with the tools, resources and guidance to help them reach their financial goals in their life. She believes that working closely with them and truly digging into their financial world with them she can cultivate calm in their financial world. Further, Danna works with her clients on implementing tools to incorporate financial planning into the upbringing of the next generation. Starting these conversations with our children allows us to tool them up by the time they are adults in the ever evolving world.
Born & RaisedBedminster, NJ
FamilyHusband – Justin, Sons – Ryder and Kayden.
PetCarter – Alaskan Klee Kai (mini-husky)
Favorite BeerTreehouse Brewery
Danna’s InterestsReading, Hiking, Snowboarding
BASICS: Taylor lives in Chattanooga, TN with her husband, Spencer, and dachshund, Charlie. She is an avid traveler, non-stop explorer, and enjoys reading mystery thrillers; you’ll always find her doing one of the three on the weekends!
TAYLOR PETERS, CFP®Associate Planner PHILOSOPHY: Taylor’s passion is helping clients balance financial efficiency and intention as they pursue a joyful and purpose driven life. She is dedicated to learning the intricacies of our clients lives to get to the root of their personal and financial goals and working with them to create plans that will allow them to reach both.
Born & RaisedDalton, GA
FamilyHusband – Spencer
PetShort-Haired Dachshund – Charlie
Favorite BeerBasecamp Blonde from Hutton & Smith
Taylor’s InterestsCrime podcasts & books, traveling, and being outdoors