Francis joined Jacobi Wealth Advisors and Jacobi Capital Management in 2017 and has almost 20 years of experience in the financial services industry. Previously he was a Senior Vice President for a comprehensive financial services firm where he worked for 13 years providing wealth management solutions. Francis specializes in providing comprehensive financial planning services to individuals, families, and accomplished business owners.
Francis graduated from the University of Pittsburgh where he received a Bachelor of Arts Degree in Business & Communications. He currently resides in Phoenixville, Pennsylvania with his wife Karen and their two daughters.