In this episode of Wine and Dime, I have a great conversation with Danna Jacobs. Danna is a CFP and founding Partner of Legacy Care Wealth located in New Jersey. In this episode we talk about how she goes from dancing to opening a financial planning firm with her brother. We also chat about her children, husband, trips to upstate New York and of course Wine. This was a wonderful conversation and I always love the opportunity to chat with Danna Banana! So pop open a bottle of your favorite wine and enjoy this episode. I suggest the Cab Franc from Fox Run Winery, it’s oh so good!
DANNA JACOBS, CFP®, ADPA®, MBA
(Founding Partner/Managing Partner)
Prior to launching Legacy Care, Danna Jacobs was a Client Service Associate at Barclays Wealth working with the top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. Her team raised over $1.3 billion for private equity partnerships over a three-year period.
Ms. Jacobs also has attained the CFP® and ADPA® designations granted by the Certified Financial Planner Board of Standards, Inc. In addition, she holds an MBA from New York University's Stern School of Business, an internationally renowned business school. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.
For Peter Bell, Fox Run’s veteran winemaker, winemaking should be approached with a deceptively simple maxim: to ‘chase deliciousness’. No matter what style of wine is being produced, Bell emphasizes that each step in the process should be aimed at making the wine increasingly delicious. That may involve leaving a wine alone for a period of time (as with barrel-fermented Chardonnay resting on its lees) or intervening on an almost daily basis (as when a 5-component bottling of Riesling needs its final blending).
It is the approach pursued by many great European and New World domains. After hand-harvesting of the grapes at their maximum maturity and sorting, handling is kept to a minimum. After pressing, wines are filtered as little as possible to allow for the true character of each grape variety to shine through. Quality is coaxed, not wrestled, out of the grapes.
Aromas of red raspberry and plums are augmented by spice and black olive notes. Bright and lively in the mouth with sweet fruit flavors and very fine-grained tannins.
Fox Run Cabernet Franc, presents, most prominently, deep base aromas of raspberry, coffee and dark chocolate. Thyme, violet and smoke add top notes and dimension. In the mouth, this wine is fresh, soft, and satiny with abundant cherry and raspberry flavors. Notes of licorice, wood smoke and bay leaf add complexity to the bright fruit components. Fox Run Winery is situated high on Torrey Ridge, overlooking one of the deepest parts of Seneca Lake. It offers over fifty-five acres of vineyards, producing a remarkable range of fine wines. Fox Run is poised to become one of a handful of truly great producers in the Finger Lakes.