Scot Jacobs, CFP®
Scot Jacobs is one of nine partners at Cornerstone Advisers and provides financial services to clients in the Springfield and Bloomington areas.
Scot began his career at a large international brokerage firm during his junior year studying finance and real estate at Marquette University, becoming the youngest branch manager in firm history. After nearly a decade spent helping thousands of clients across the Chicagoland area meet their financial goals, Scot relocated with his family to Springfield and joined the Cornerstone Advisers team.
With a focus on long-term goals, Scot helps his clients put plans in place for life events, including buying a home, starting a family, sending children to college, and retiring. He believes strongly in the importance on personal relationships with his clients, getting to know their values, goals and risk tolerance as he works with them to plan for their financial futures. Scot also helps put tax-efficient estate plans in place, so his clients can leave their carefully crafted legacies to their loved ones. As a Certified Financial Planner™, Scot is committed to providing his clients with a holistic financial strategy that can help them reach their goals.
Scot views misinformation as one of the largest obstacles his clients face today. His education and experience allow him to help his clients see through the blurry pictures painted by the media and unsolicited financial advice, while understanding in a one-on-one setting how to best position each client for potential success. Scot’s enthusiasm for helping his clients reach their goals is evident in each interaction he has.
When he isn’t working and helping his clients, Scot enjoys spending time with his wife and keeping up with their three young daughters. He currently serves as the Treasurer of the Family Service Center, and is also a member of the Sangamon Valley Estate Planning Council and the Westside Rotary Club. Scot was recently honored as one of Springfield Business Journal’s 40 under 40.
3201 S Meadowbrook Rd
Springfield, IL 62711
207 W. Jefferson St., Suite 501
Bloomington, IL 61701