President, Wealth Advisor
Eric has worked as a personal wealth advisor for the past 25 years, serving the needs of hundreds of Puget Sound families. Over his career, Eric has taught numerous financial seminars locally, and been a guest speaker at Transamerica conferences in the U.S. and abroad. Eric holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. He earned his bachelor's degree in finance from the Marriott School at Brigham Young University - Provo. He is currently an Investment Advisor Representative with Commonwealth Financial Network®, a firm he joined in May 2017. Prior to Commonwealth, Eric was with Transamerica Financial Advisors (TFA), where he ranked in the top 1% of TFA’s network of 1,500 representatives nationally for 24 years in a row. Eric and his wife, Lisa, have resided in Mukilteo, Washington, for the past 25 years. They have three daughters.
Eric Jacobsen is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Lanny holds a bachelor’s degree in finance from Brigham Young University - Idaho, as well as the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. Lanny has been under the direct mentorship of Eric Jacobsen since 2013. As he grows his own client base, he is committed to working diligently in helping them build wealth, become financially independent, and achieve their financial and life goals. He is an Eagle Scout and served a mission for his church for two years in Leeds, England. Lanny and his wife, Megan, enjoy living in the Northwest and being a part of the Mill Creek community.
Dawn has served our clients with the utmost respect and care since 2015. Dawn has been serving clients in the financial services industry since 2007. Dawn's in-depth knowledge, experience, and professionalism make her a key member of our client services team.
Alisa has more than 20 years of customer service and administrative experience in financial services. She assists clients in account creation, forms, document management, and other client account services. Her work is an integral part of Sound Financial Management’s success. Alisa enjoys traveling with her husband, Brian, and two sons.
As our broker/dealer and Registered Investment Advisor, Commonwealth provides industry-leading technology that empower our ability to serve your needs. Commonwealth’s extensive staff includes investment strategists, CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst™ professionals, estate attorneys, retirement plan and insurance consultants, etc.