Email: info@lifemoneyconsult.com
Phone: 215-499-2286
Team Profiles
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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
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 on the boards of Educational Solutions Unlimited , Urban Promise Ministries and Women’s Business Forum of Bucks County. Inspired by her relationship with her own mentor, Sheila is founder and chairperson 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 Organizational Consultant, Tara Jakubik
Tara Jakubik has been in the Financial Services industry since 1997. She began her career at A.G. Edwards & Sons as a sales assistant and later moved to Merrill Lynch where she was a retirement specialist and a client associate.
Tara graduated from the College of New Jersey with a Bachelor of Science in Finance and a minor in Economics. She is a Certified Fund Specialist and holds her Life & Health licenses.
In addition to her career accomplishments in the financial services industry, Tara is widely recognized for her organization and personal financial management skills. As our chief organizational consultant, she is responsible for development and implementation of our client financial organization systems.
Strategic Administrative Consultant, Dale Blair
After spending 20 years in marketing and sales management in the publishing industry, Dale Blair left the corporate world taking the experience and knowledge she gained and founded LifeTime Expos & Event Management in 2003. LifeTime Expos & Event Management has produced over 35 conferences and consumer expos in the Mid-Atlantic region. LifeTime’s Consumer Expos focus on health and wellness providing attendees with an enjoyable and educational experience linking them to businesses and professionals who provide information relevant to changing needs. LifeTime’s small business conferences are dedicated to educating and empowering small business owners to stay competitive in today’s business environment while also providing those interested in starting a business with the education and support needed to begin the process. For more information on LifeTime Expos & Event Management Services visit www.lifetimeexpos.com.
In January, 2010 Ms. Blair founded The Virtual Assistant Group for which she currently serves as president. The Virtual Assistance Group consists of a small group of professional business support service providers with over 35 years of combined experience in the areas of business start-up, marketing, sales, technology, administrative support, and event planning, production and management. For more information about the Virtual Assistance Group visit www.virtualassistancegroup.com