A legacy of unmatched service.
It’s rare to find a wealth management firm that has consistently provided comprehensive financial advice and unparalleled personal service to its clients for nearly 60 years. We’re proud to be serving our fourth generation of clients—a testament to the trust we’ve built and maintained over decades.
Our growth and long-standing client relationships stem from our commitment to independence, a fiduciary mindset, and a collaborative team approach. From the start, we’ve structured our firm to remain free from outside influences, allowing us to deliver prudent advice across investments, insurance, and comprehensive wealth management.
Every client is a client of our firm—not just a single advisor. This model ensures you benefit from the collective expertise of our entire team, all working together in your best interest. Our focus is to help you grow, protect, and use your wealth in ways that most align with your goals and values.
Built to last.
Founded in 1967 by William H. ”Country“ Dean, our firm has remained intentionally independent and client-focused. Since our beginning, leadership has seamlessly transitioned between four additional partners, supporting a tradition of continuous trusted service from one generation to the next.
Today, our firm is owned and led by Jeff Schmeltekopf, Tim Lowry, and Jonathan Dumas. This gradual, yet deliberate succession ensures stability, consistency, and a continued commitment to delivering exceptional service and professional guidance.
Independent advice. Institutional strength.
Dean, Jacobson Financial Services, LLC is a Registered Investment Adviser, providing independent investment advice, financial planning, and comprehensive wealth management to clients nationwide. We are independently owned and operated.
To support our clients with best-in-class investment solutions, we partner with LPL Financial—the largest independent broker/dealer in the United States.* Through LPL, we gain access to a broad universe of investment options, advanced technology platforms, custodial services, and independent investment research. Our clients also benefit from the significant scale and financial strength of LPL, with its more than $3 Trillion in brokerage and advisory assets. These vast resources enhance our ability to deliver objective, client-focused advice, while maintaining full control over the objectivity and independence that define our firm.
*According to Financial Planning Magazine, 1996 – 2025, based on revenue.