Team

Scott Lebin

RFC, CWS®

Scott has been working exclusively with high net worth individuals for 30 years. His experience as a planner and educator is sought after throughout the financial services industry. He has presented motivational seminars throughout the United States using both photography and magic as a technique to delve into some of the life issues that are a part of people’s lives.

Teri Jacobsen

Med, Inc. / Lebin Financial Planning

Teri has over two decades of experience in many operational and administrative facets of banking, having worked for one of the largest banks in the world. Her diverse background includes project management, operational risk, compliance, process improvement and business continuity planning. It is this background, coupled with a strong commitment to client satisfaction that gives Teri a unique perspective on managing all aspects of Lebin Financial Planning and Managed Economics for Doctors, Inc.