Email: info@lifemoneyconsult.com
Phone: 215-499-2286
Team Profiles
© 2013 Life and Money Consulting. All rights reserved.
Affiliate Program
Disclaimer
Life and Money Consulting is a minority woman business enterprise.
Affiliate Program
Disclaimer
Life and Money Consulting is a minority woman business enterprise.
Team Profiles
Life & Money CEO, Sheila Jacobs
Team Profiles
Life & Money CEO, Sheila Jacobs
Over twenty years ago, while still in college, Life and Money CEO, Sheila Jacobs walked into a Merrill Lynch office with $5000.00 that she had saved from her part-time job. She was directed to a young woman just a few years older than herself. The young advisor was the first young person Sheila had ever seen reading the Wall St. Journal. She was patient, smart and helped Sheila find her first investment; an investment that served her well for many years.
Motivated by her experience as an investor, Sheila became intrigued by the financial services industry and she began her own career there in 1995. After some searching, Sheila decided that she wanted to work for a firm called A.G. Edwards, a mid-sized regional firm that was operated by the same family that had founded it more than a hundred years ago.
She called their local office, asked if there was an available position and was invited into the office. She left after a long wait and a brief interview certain that she hadn’t gotten the position but later that night, she got a call asking her to start right away.
Under the tutelage of one of A.G. Edwards’ most successful advisers, Sheila studied and learned. She eventually began an independent practice and in 2009 her commitment to financial education led her to found Life & Money.
A dynamic and inspirational speaker, Sheila has conducted workshops for Douglass College, Hewitt Associates, National Council of Negro Women, Peco Energy, Seton Hall Law School, Star Ledger/Commerce Bank (TD Bank), and The After School Corporation (NYC) among others. And according to a recent attendee her style is “Insightful, humorous and touching – the best session of the type I have ever attended.”
A former vice-president of Philadelphia’s National Association of Women Business Owners, Sheila serves as board President at Educational Solutions Unlimited and she has held executive committee positions on the boards of Urban Promise Ministries and Women’s Business Forum of Bucks County. Inspired by her relationship with her own mentor, Sheila is founder of the Women’s Business Forum Mentoring program.
She and her husband Paul, a high school teacher and coach, live outside Philadelphia and are the parents of two delightful sons.
Chief Education Consultant, Dr. Amanda Jacobs
Dr. Jacobs brings with her over 25 years experience in urban, suburban and rural school systems, Head Start, The State Department of Education (NJ), program development and evaluation, curriculum development and implementation and school reform initiatives. She is uniquely qualified to provide curriculum guidance for our educational materials.