
Matt Burnett, Lesley Haas, Brian Jacobson
Burnett Jacobson Financial Group™
30 South Meridian Street, Suite 600
Indianapolis, IN 46240
Direct Line: Matt (317-808-7121) Lesley (317-808-7146) Brian (317-808-7156)
or toll-free 800-800-CITY (2489)
burnettjacobsonfinancialgroup@citysecurities.com to e-mail all three associates
or to e-mail individually:
mburnett@citysecurities.com;
lhaas@citysecurities.com;
bjacobson@citysecurities.com
The Burnett Jacobson Financial Group™ of City Securities Corporation is comprised of a team with over 25 years of combined experience in the financial services industry. With current assets under management exceeding $250 million, we provide high quality and comprehensive solutions to help achieve our client’s financial goals and objectives. We organize our client’s assets and then provide a strategy to help simplify, consolidate and integrate every aspect of their financial future.
Matthew R. Burnett
Vice President, Financial Advisor
Matt Burnett has been working with individuals, foundations and retirement plans as a financial advisor since 1997. He develops and implements comprehensive financial plans and investment strategies for high net worth individuals and serves as a financial advisor to a number of company retirement plans. Matt received a B.A. from Indiana University in 1997 and holds his FINRA Series 6, 7, 63 and 65 securities licenses, as well as his Indiana life and health insurance licenses. Matt is currently a board member of the Indianapolis Rotary Club, Jewish Federation of Greater Indianapolis and the Riley Society for the Riley Hospital for Children. He resides in Carmel with his wife, Jill, and their three young children.
Brian Jacobson
Financial Advisor
Brian Jacobson specializes in investment management, college education planning and retirement strategies for high net worth individuals. Brian also serves as a financial advisor to small business retirement plans. He focuses on developing wealth accumulation and risk management strategies for individuals, families and businesses. Brian graduated from Indiana University and received a B.S. from the Kelly School of Business in 1994. He also holds the FINRA Series 7 and 66 securities licenses, as well as his Indiana life and health insurance licenses. Brian resides in Carmel with his wife Clair, and their three young daughters.
Lesley Haas, CFP®
Registered Financial Associate
Lesley Haas is a CERTIFIED FINANCIAL PLANNER™ professional and a registered financial associate. She has been in the financial services industry since 1998, with a strong knowledge of individual retirement and estate planning needs for clients. In addition to her CFP® certification, Lesley holds the FINRA Series 7 and 66 securities licenses as well as the Indiana life, health and long term care insurance licenses. Lesley completed advanced training financial planning while earning the CFP® certification. She resides in Fishers with her husband Richard.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Matt, Brian, or Lesley.
Financial Items of Interest