David Jacobius, MBA

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 services company.  All along this journey I never strayed from my roots, providing financial advice and long-term guidance to individuals and businesses.  We founded On Belay Financial Planning to concentrate our team's individual skills to provide our clients a premier financial planning experience.  I am a graduate of the University of Rochester and of the Duke University Fuqua School of Business MBA, married to one of my earliest clients Kelly and have two beautiful adult children who are off living their life's adventures.  Among our varied hobbies and interest are volunteerism and the outdoors.  We are avid travelers and explorers, we particular enjoy adventure traveling.