James A. “Jimmy” Jacobs CLU® , ChFC®

Founder
804-768-0541

James A. “Jimmy” Jacobs ChFC, CLU began his career in the financial securities industry on January 1971 with Equitable Life, in Petersburg, VA.   

In 1990 he opened his own office, Jacobs Financial Group in Chesterfield, VA.  March 2018 he changed the company name to Milestone Financial Solutions, LLC and in September 2018 Jimmy made another transformation, after 47 years with AXA Advisors, changing his broker dealer to The Leaders Group, Inc. and TLG Advisors for future expansion and business continuity.

In 2003, Jimmy was named National Honor Agent by AXA Advisors, THE HIGHEST AWARD IN THE COMPANY. This is given annually by the AXA Old Guard based on career production and industry and community service. 

He has been extremely active in the industry: NAIFA member for 48 years, MDRT for 47 years, and American Society of Financial Professionals (ASFP) since 1976. He was also on the Life Foundation Board from 2007-2011.  He is currently a member of the Forum 400 and Life and Qualifying Member of Top of the Table division of MDRT.

Jimmy has spoken to numerous Life Underwriters groups throughout the United States and Canada, several National Equitable conferences, and has been a speaker at the prestigious Million Dollar Round Table seven times including main platform in 2003.  He was a main platform speaker at the Top of the Table annual meeting in 2006, and a main platform speaker at the MDRT Hour featured during the 2001 annual NAIFA Convention.  Jimmy has been published several times in Life Insurance Selling and Life Association News.  In October, 2001, he was featured in Newsweek as one of five national winners in the Real Life Stories competition sponsored by NAIFA and the Life Foundation.  Again in 2015 he was one of five national winners of the Life Foundation Real Life Stories competition and spoke at the NAIFA, 2015 annual convention.

Over the years, Jimmy has also been active in the community.  He served as chairman of the Petersburg High School 60's Mega Reunion Committee – a reunion of the 60's decade held in September, 2000.  Over 750 people attended this event.  He is also past co-chairman of Corporate Funding for the Appomattox Regional Governor's School in Petersburg, a school for gifted students in technology and the arts.  In 2003, he served as chairman of the Southside Virginia United Way campaign. From 2006-2009, he served on the board of the Hospitality House in Richmond, VA. He chaired a second PHS Mega Reunion in September, 2007.  Over 500 classmates and guests attended that 3-day event.  And a third PHS Mega Reunion was held at Kingsmill Resort in Williamsburg, VA, September 2015. 340 classmates and guests attended the 4 day–3 night event. He currently is a member of the new Chesterfield Arts Foundation Board and the Arts Center which is scheduled to begin construction in early 2019.   

Jimmy and his wife, Isabel have two married children and three grandchildren.

Brandon Smith MBA, LUTCF MBA, LUTCF

Partner
804 768 0541

Brandon started his career in Financial Services in 2015 while completing his Master of Business Administration at The University of Mary Washington in Fredericksburg, Virginia. Upon graduation, Brandon moved to the Richmond area and shortly thereafter joined Jacobs Financial Group, now Milestone Financial Solutions. For the past four years, Brandon has been delivering great value and expertise to clients and the firm by using his diverse skillset for both short and long term financial and business planning. Brandon is fully dedicated to the success of the individuals and businesses that trust Milestone with their financial security. An Eagle Scout, he can be found enjoying time off biking, camping, and hiking through Virginia's State Parks. Brandon is currently in pursuit of The American College for Financial Services Chartered Life Underwriter designation and will be completing his studies in May 2020, when he will continue his education in financial and estate planning by pursuing further designations. 

 

Sally J. Baker

Health Insurance Operations
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Sally began working with Milestone Financial Solutions in March 2000. She specializes in group medical and dental insurance, group life and disability insurance, individual medical coverage and Medicare Supplement Coverage. Sally has 19 years' experience in the healthcare field and over 40 years of experience in administration and operations. Sally thoroughly enjoys working with our clients and helping them to find the best coverage to fit their needs at an affordable price. 

Ann Boyd

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Ann Boyd joined Milestone Financial Solutions in January of 2019 as the Securities Coordinator.  She has been in the securities industry for 28 years and holds her series 7 and 66 licenses.  Ann is happy to be back in Virginia and living close to her family in Chesterfield County.  

Patricia T. "Pat" Chafin Chartered Life Underwriter

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Pat joined Milestone Financial Solutions in September 2018 bringing 30+ years of experience in the financial services industry.  She is a Chartered Life Underwriter and a member of the Society of Financial Service Professionals, with Series 6 and 63 registrations with The Leaders Group.

Pat serves as Jimmy’s executive assistant with her primary focus on life insurance underwriting and policy issue and can assist with scheduling appointments with Jimmy when you call.

Eva E. Charity

Client Service Specialist
804 768 0451

Eva has over 40 years of experience within the Financial Services industry; she started with The Equitable while in high school and helped clients with various service issues until she left in 1999 to join Jacobs Financial Group, now Milestone Financial Solutions. Eva's experience and knowledge often make her the first point of contact for clients with questions about their policies and accounts.

John McKenna

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John is the Director of Operations for Milestone Financial Solutions. He oversees daily office operations in order to help our clients receive the best possible service experience. John graduated from Virginia Polytechnic Institute and State University in 2003 and has more than 15 years of management and financial services experience. 

In his spare time, John enjoys sports, the outdoors, and traveling throughout the USA.