Team
We believe our team approach adds a broader perspective and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement planning and distribution strategies
- Estate planning
- Risk management
- Tax compliance and planning
We also can answer your questions, including:
- Can I retire early?
- Are my investments working effectively?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Joseph W. Jacques, Certified Public Accountant, Certified Financial Planner™, Personal Financial Specialist, Chartered Financial Consultant, Registered Financial Consultant®, and Chartered Life Underwriter is a registered...
William Jacques is a Certified Public Accountant, Certified Management Accountant, and Registered Financial Consultant. He holds a Juris Doctor with honors from the University of Maryland School of Law and a...
Jeremy Jacques is a Certified Public Accountant and holds a Series 7 – General Securities Representative and Series 66. He attended James Madison University and graduated with a Bachelor of Business Administration...
Anne has been with the firm since 1991. She is a Notary Public and holds Series 7, 24, 28 and 53 registrations through Jacques Financial, LLC. Anne manages many of the daily operations of the office. She oversees a diverse range of...
Robert Kirk is the primary information systems and technology manager at Jacques Financial, LLC, responsible for integrating the requirements of varied software for the last 25 years. He has consulted for and created custom...
Adele Jones is a Senior Tax Associate and provides administrative support to the Financial group. She has been with Jacques Financial, LLC since the beginning of 1989. Prior to joining Jacques Financial, LLC she worked 5 years at H&R...
Priti Shelat is a Certified Public Accountant who joined Jacques Financial in 2013. She holds a Bachelor of Science, with a major in accounting, from Binghamton University. Priti began her career....
Teleshia D. Simpson, known as "Dani", is a Certified Public Accountant. She graduated Summa Cum Laude with a Bachelors in Business Administration with a concentration in Accounting from Bowie State University. She has over a decade of...
