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Elisabeth L. Jacobson, MBA, CFP®, Senior Financial Advisor

Elisabeth L. Jacobson, MBA, CFP®

Senior Financial Advisor

Elisabeth joined Shine in 2017 as a Senior Financial Advisor and has earned the right to use the CFP® mark of distinction.

Elisabeth holds Masters of Business Administration (MBA) and Bachelor of Arts (B.A.) degrees from Stanford University. She is a lifetime member of Stanford Associates, an honorary organization of alumni who have demonstrated significant and long-standing volunteer service to the University.

Prior to joining Shine, Elisabeth was a Vice President at Cherry Hills Investment Advisors, where she provided wealth management services to high net worth clients. She also spent many years in the Strategy and Operations practice of Deloitte Consulting and worked for RCM Capital Management (now Allianz Global Investors).

Elisabeth is a fourth-generation Texan but loves living in Colorado. When not in the office, she enjoys tennis, piano, coaching soccer, and spending time with her husband and three daughters.