Elisabeth Jacobson is a wealth management financial advisor based in Lone Tree, CO.

Elisabeth joined CAPTRUST in 2020 from Shine Wealth Partners—one of the first fee-only advisory firms in the country—where she served as principal and senior wealth advisor. Prior to Shine, Elisabeth was a vice president at Cherry Hills Investment Advisors and also spent many years within the Strategy and Operations practice of Deloitte Consulting.

In her role as principal and financial advisor at CAPTRUST, Elisabeth draws from her demonstrated history within the financial services industry to provide investment advice to high-net-worth individuals, families, and institutions. Her approach is holistic, capturing the entire financial picture to help clients achieve their goals.

Elisabeth holds both a Master of Business Administration and a Bachelor of Arts from Stanford University. She is a lifetime member of Stanford Associates, an honorary organization of alumni who have demonstrated significant and long-standing volunteer service to the university. She also volunteers with Susan’s School Counseling, an organization that provides mental health counseling to children in schools, and with MAIA, a nonprofit that provides education to young women in Guatemala.

When not in the office, Elisabeth enjoys hiking, travel, piano, and spending time with her husband and three daughters.