Dean, Jacobson Financial Services

Mattison Craig is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has been working in the financial industry since 2023, including roles at LPL Financial and Carson Group. Prior to his advisory career, he was involved in educational roles at Texas Tech University and several high schools. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm uses a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and integrated pension services via its affiliation with Jade Plan Services, Inc.

Jonathan Dumas is a CFP® professional with 16 years of industry experience, currently serving at Dean, Jacobson Financial Services in Fort Worth, TX. He has been with the firm since 2012 and holds a Series 66 designation. Outside of his advisory role, he is a commissioned notary for the State of Texas and a part-owner of an insurance agency. Dean, Jacobson Financial Services provides wealth management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset allocation approach using LPL Financial’s platform, offering discretionary asset management, retirement plan consulting, and specialized services such as exit planning and business succession support.

Jeffrey Schmeltekopf is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds the CFP® and ChFC® designations and has 35 years of industry experience. He has worked at Dean, Jacobson Financial Services since 1989 and with LPL Financial LLC since 1990. Outside of advisory work, he serves as a notary public. Dean, Jacobson Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary asset management, comprehensive and modular financial planning, and retirement plan consulting, utilizing Strategic Asset Allocation through LPL Financial’s platform and providing specialized services such as exit planning and business succession.

William Taylor is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at Dean, Jacobson Financial Services since 2014 and has been affiliated with LPL Financial LLC since 2011. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a Strategic Asset Allocation approach through LPL Financial’s platform, supplemented by tactical overlays and offers integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Christopher Adkins is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at LPL Financial, Liberty Wealth Management, and Southern Illinois University - Carbondale. Dean, Jacobson Financial Services serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes Strategic Asset Allocation through LPL Financial’s platform, supplemented by tactical overlays and provides integrated retirement plan capabilities through its affiliation with an in-house pension services provider.

Timothy Lowry is a financial advisor with Dean, Jacobson Financial Services in Fort Worth, TX, holding a Series 63 designation and over 25 years of industry experience. He has been affiliated with Dean, Jacobson Financial Services since 2002 and LPL Financial since 2003. Outside of his advisory role, he serves as a deacon at Christ Chapel Bible Church, a position involving organizational and service responsibilities. Dean, Jacobson Financial Services provides wealth management services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs Strategic Asset Allocation through LPL Financial’s platform, offering discretionary asset management, comprehensive financial planning, and specialized services such as exit planning and business succession support.