Our Team

Not many are inspired to work in the financial industry, even fewer have the vision to start their own firm. Through the course of his career, Jacob Reid found he thoroughly enjoys helping clients navigate their financial affairs – it is an inspiring mixture of personal relationships and changing economic conditions.

Jacob was born in Sierra Vista, Arizona in 1974 then moved to Orlando, Florida in 1981. After high school in 1992 moved to Berkeley, California to attend UC Berkeley.

His experience in the financial industry started in the 90’s while studying Economics at UC Berkeley – working on various consultant teams with Wells Fargo Bank, Union Bank Trust, and Arthur Anderson. This extra-curricular experience provided an introduction to the complex world of investment management, corporate mergers, taxes, investment trading and operations management.

In 1998, Jacob worked as a trader and client service manager for Emmett A Larkin Co. – a mid-size broker dealer based in San Francisco. With a growing interest in the investment and financial advisory side of financial services, Jacob started taking on clients as a junior advisor/broker at a retail branch of Emmett A Larkin Co. in Livermore, CA.

With a genuine interest in people, he quickly integrated into the local community and charitable groups and quickly began growing his client base. In 2010, Jacob joined Foothill Securities Inc. as an Independent Financial Advisor. At Foothill, he continued to build service offerings for clients, and in turn, accelerated his growth. In December of 2016 Foothill Securities was purchased by Securities America Inc, which Jacob continues to partner with today.

Jacob’s focus is working with individuals and families using financial planning, risk & goal-based investment management, backing these up with individualized client service as a foundation. He thoroughly enjoys helping clients navigate their financial affairs through current economic conditions of the day.

After 6 years of dating, Jacob married his French/Persian sweetheart Shara in 2008. She has her own career as an international brand manager for a French software company with an office in San Francisco. They have 2 young daughters and enjoy all that encompasses life with little ones. Jacob enjoys photography, traveling, snowboarding, and all things nature. He is determined and committed to delivering the best service and results for his clients.

Jacob has a strong entrepreneurial drive and being a business owner has allowed him to create a firm that focuses on the clients and their individual needs. He is very proud of this accomplishment and continues to foster CIFG’s growth and excellence all for the benefit of his clients, team, and family.

Tammie Wallace is a Bay Area native who grew up in San Leandro and Castro Valley. Her career started in newspaper advertising sales – 2 years at The Daily Review in Hayward and 18 years with the San Francisco Chronicle. She was part of a pilot program to work remotely from home for 9 years which was perfect for a mom of 2 young girls. Her next step was a career change to serve as a Children’s Ministry Asst and then Director for a church in Castro Valley. In these roles she had the privilege of working with teams of great adults and teens to offer various children’s programs.

In 2017, Tammie was introduced to Jacob and was quickly offered an opportunity to assist and manage the client relations and services for Capital Insight Financial Group. Her background working with people, budgets, programs, and events made her a perfect fit. After meaningful conversation with Jacob and understanding his vision of client care, service, and company culture, Tammie officially joined the team at Capital Insight Financial Group.

“Being a part of CIFG continues to be a wonderful experience, getting to know our clients and be a part of their journey is what makes it so enriching for me”.

Tammie married her high school sweetheart Mike and has been married over 30 years. They raised their 2 daughters Megan and Olivia in Castro Valley, giving active support and enjoying all the experiences of being involved in their schools and sports – especially swim teams. Both daughters are now married and have started careers in Finance and Nursing.

Away from the office, Tammie’s favorite activities are spending time with family and friends, cooking, traveling both near and far, reading, and enjoying beautiful sunsets. Tammie plans to finish out her working years with CIFG having established herself as a premier Client Relationship Specialist.

Beth was born and raised in British Columbia, Canada where she grew up on a small farm in the Okanagan Valley. 

At 17, Beth moved to the Bay Area with the goal of attending UC Berkeley. She attended community college, where she tutored Economics and Math, and worked as a teaching assistant before transferring to Cal on full academic scholarship. At Cal she worked as a research assistant in Cross-Cultural & Personality/Business Psychology before graduating with honors with a degree in Psychology.

Her early career spanned several positions in business operations roles. She supported numerous executives and worked as an Account Manager before advancing to Service Department Manager at a medical device manufacturer.

Beth put her career on hold to start a family and devote her time exclusively to raising her two sons. They are now teenagers and continue to be her greatest source of pride and joy.

Beth returned to her career, supporting a neurosurgeon. She worked her way up to Manager of Strategy & Special Projects in a large medical practice, and then moved on to manage an ambulatory surgery center.

In 2022, she was ready for a career change. She wanted to bring her business acumen and problem solving skills to a role that was client centered, and focused on helping individuals and families. This is where her journey began at CIFG. Upon meeting Jacob, she knew she had found an organization that aligned with her values and goal to have a positive impact on the lives of others in her work.

"Working with Jacob and the CIFG team, has shown me how impactful having a financial advisor can be - from navigating the challenges and stresses of personal finance through the life stages to helping position our clients for financial freedom in life's later years. Experiencing the culture of service that Jacob has created, has shown me that this is a true helping profession. The relationships we build with our clients are deeply rewarding and I've never been more proud to work alongside my team, than I am here at CIFG."

Beth is a world traveler and has spent many months backpacking through Europe, Asia, and the Americas, including a year-long travel sabbatical through Central and South America. She is passionate about experiencing the cultures, art, architecture, history, and cuisines of the world. She's also a serious cook, and was personal chef to a world record breaking Olympian in preparation for the Rio games.

Beth is currently working towards her Series SIE & Series 7 exams.  She looks forward to her continued development of industry expertise and to further her career to serve the clients of CIFG.

Stephen joined Capital Insight at the beginning of 2023. As a Licensed Advisor Assistant/Service Leader Stephen brings depth and fresh perspective to the work CIFG conducts for it’s clients.   At the young age of 16, Stephen had his first experience in the industry, interning with Foothill Securities Inc. during his High School summers. While learning the underworking’s of the business, Steve quickly saw the impact financial advisors can have on their clients’ lives. Many people in this world have a passion for helping people, and the same is true of Stephen. The ability to help people is at the center of why Stephen decided to join the financial service industry, and why he is part of the Capital Insight team today. 

Stephen was born in Phoenix, Arizona in 1996 then moved to Pleasanton, California in 2005. After graduating from Amador Valley High School in 2014, he moved to San Luis Obispo to attend Cuesta College and pursue his life-long dream of playing baseball at the collegiate level. Stephen played shortstop in high school and beyond, earning Conference honors his sophomore year of college. His gold glove and affinity for attending business school, landed Stephen at Menlo College in Atherton, California. At Menlo, Stephen continued playing baseball, graduating with a Bachelor of Science in Business Administration with an emphasis on Finance. 

After earning his degree in May of 2020, Stephen jumped back into the Financial Services Industry, joining Thrivent Financial as a Financial Representative. At Thrivent, Stephen obtained his securities licenses and worked with clients for the first time, developing financial planning strategies and helping implement solutions. 

In December of 2020, Stephen made the decision to leave Thrivent and join Fidelity Investments. This accelerated Steve’s development. Working with a reputable enterprise in Fidelity, Stephen gained exposure in several key focus areas including general financial planning principals, risk management and insurance planning, investment planning, and retirement savings and income planning. Before joining Capital Insight, Stephen supported hundreds of Fidelity clients in San Francisco as a Relationship Manager. 

Stephen has always led his relationships from a place of empathy. Coupled with his comprehensive approach to financial planning and understanding of today’s economic environment, Stephen will be a valuable resource in assisting CIFG navigate it client's life events and plan for future success. 

Stephen currently lives in Livermore with his fianceé Rachel and their Shih-Tzu Charlie. Growing up in the Tri-Valley, Stephen and Rachel always hoped to plant roots of their own here, doing so in May of 2020. Rachel is a 4th grade teacher, working in Dublin, and Steve is excited to see his career come full circle, rejoining the Capital Insight/Securities America (formerly Foothill Securities) team.