Team
Jerry L. Jacobs, CFP® (non-active)
President
Joshua A. Kneller
Senior Vice President
Josh is the Senior Vice President of Atlas Capital, his responsibilities include supervision of all daily trading activity of all Atlas Capital Management strategies as well as liaison with multiple trading desks, trust companies,...
Todd M. Clark
Chief Financial Officer
Todd is the Chief Financial Officer (CFO) of Atlas Capital Management and an Investment Advisor Representative. His responsibilities include overseeing the daily business processes of Atlas Capital Management. He is also responsible...
Deborah McCoy-Warstler
Relationship Manager, Client Services Team Leader
In 1993, as a Registered Sales Assistant with Mr. Jacobs she exited the major Wall Street investment firm to assist in the creation of Atlas Capital and was the first employee. As a relationship manager, Debbie works closely with the...
Reed Diller
Investment Advisor Representative
New addition to the Atlas team, Reed joins as an Investment Advisor Representative. Reed is responsible for his own managed clients as well as his own individual tax practice. Prior to joining Atlas, Reed and his wife owned their own...
Lindsay Stipp
Operations and Development Manager
Lindsay joined the Atlas Team in April 2025. Lindsay has worked in the financial industry for 15 years prior. Her various roles at Atlas include client services, assisting advisors, marketing, and operations. She...
Stacy Shearer
Relationship Manager, Client Services Team
Stacy provides comprehensive support to the entire firm by managing several day-to-day operations. Her various duties include managing the firm’s account receivables, processing new client accounts, and account maintenance...
Abby Kuras
Relationship Manager, Client Services Team
Abby is the newest addition to the Atlas Team, joining in January 2026. Previously, Abby spent 7 years in the banking industry. Abby supports Atlas in day-to-day operations, processing new client accounts, and...