Tristan Jacobi, CFP®

Vice President/Partner

Tristan graduated from Slippery Rock University of Pennsylvania in December of 2017 with a degree in Finance. Following graduation, Tristan was able to begin gaining experience in the financial industry right out of downtown Pittsburgh.

Tristan grew up in Georgetown, Delaware, where he graduated from Sussex Technical High School in 2014. He has always had a love for sports, participating in track and field, as well as cross country in high school. When he was young, Tristan spent many humid, Delaware summers playing baseball at Georgetown Little League and Sports at the Beach. He now spends his free time following his favorite teams, enjoying the beach, and keeping up to date with the latest news in history and science.

As a financial advisor, Tristan loves having the opportunity to help families in and around the Eastern Shore. He considers himself lucky to be able to serve the local community that has given him so much.

Meet The Rest of Our Team

Harold L. Carmean II


Harold "Hal" L. Carmean II is the President and owner of Creative Wealth Management, LLC. He specializes in helping individuals and business owners avoid common financial mistakes while creating a financial model for near and long-term success. See Full Bio

Laura Balback

Chief Compliance Officer/Partner

Laura has one of the most important roles at our firm. She is responsible for overseeing and ensuring compliance with laws, regulatory requirements, policies, and procedures. See Full Bio

Carol A. Verdis, FPQP®

Director Of Operations

Carol grew up in New York and moved to Delaware in 2018. She graduated from the State University of New York at New Paltz and worked as an office manager in a law firm for over 20 years. See Full Bio