Our Team

Why We Do What We Do

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David Jacobius, MBA

Financial Planner & Founder

I have worked in the world of financial services since 1986. In the past I have been an Agent, Advisor, Marketing and Sales leader, Principal, and a Managing Director of the local distribution system for a major insurance and financial...

Joy Richardson

Financial Planner

336-739-5073

joyrichardson@financialguide.com

Financial Planning is what I do, it is in my blood, and I have been doing it since 1992. I was one of David’s first hires. I had just left a position at Appalachian State University and was looking to the NC Community College system...

Karen Koenig

Director of Client Services

336-360-3934

karenkoenig@financialguide.com

My entire adult work career has been spent in the financial services industry focused on providing the best client experience to whom we serve. David and my working relationship go all the way back to 1989. Over the years I have held...

Russell Miller

Director of Investments

336-864-6344

rmiller23@financialguide.com

My passion is studying the financial markets and distilling important information regarding them to my teammates and their clients. I joined the firm in 2021 with a desire to be part of something bigger than myself and I have seen...