An integral part of the Larmann Financial team since 2006, Melanie Jacobsen is responsible for managing our corporate client relationships. As the Director of Retirement Plan Services, Melanie serves as the point of contact for both plan sponsors and employees.
In addition to researching plan design options and benchmarking reviews, she works closely with plan providers to coordinate financial wellness programs and ongoing education for employees. She enjoys helping plan sponsors create the best strategies for their team and giving employees confidence in their retirement savings.
Having been in the financial services industry for over 20 years, Melanie previously worked as a Senior Account Executive at Principal Financial Group. After graduating with a BA in Political Science and a Master’s Degree in Public Administration, Melanie earned her FINRA Series 7 - General Securities Representative Exam & FINRA Series 63 - Uniform Securities Agent State Law Exam Securities registrations as well as her Life and Health Insurance licenses. Outside of the office, she enjoys spending time with her family, hiking, or reading a good book.