Team

  • JUDY G. SCHMELTEKOPF

    Judy Schmeltekopf has been the bookkeeper for Dean, Jacobson Financial Services, LLC, since 2005, handling all internal accounting and reporting…

  • KATHERINE M. MATINA

    Katherine Matina is perhaps the most recognizable and beloved face to DJFS clients. That’s because she serves as the receptionist…

  • DANA D. SHORT

    Dana Short is Director of Client Relations and Assistant to the Partners at Dean, Jacobson Financial Services, LLC. She has…

  • WILL H. TAYLOR

    Will H. Taylor is Co-Director of Investment Client Services for Dean, Jacobson Financial Services, LLC and has been with the…

  • JANIS C. HERNANDEZ

    Janis C. Hernandez is Co-Director of Investment Client Services for Dean, Jacobson Financial Services, LLC. She has been with the firm…

  • CHRIS D. ADKINS

    Christopher D. Adkins, MBA, CFP®  is an Associate Financial Advisor of Dean, Jacobson Financial Services, LLC and has been with…

  • JONATHAN E. DUMAS

    Jonathan E. Dumas, CFP® is Co-Owner and Partner as well as Chief Information Officer (CIO) of Dean, Jacobson Financial Services, LLC and…

  • TIMOTHY C. LOWRY

    Timothy C. Lowry, CFP®, ChFC® is Co-Owner and Partner, and Vice President/COO of Dean, Jacobson Financial Services, LLC and has been…

  • JEFFREY J. SCHMELTEKOPF

    Jeffrey J. Schmeltekopf, CLU, ChFC®, CFP®, AIF® is Co-Owner/Partner and President/CEO of Dean, Jacobson Financial Services, LLC and has been with the…