Alexys Jacobs
How I got here:
I began my career working as a tax accountant for a public accounting firm where I gained exposure to corporate, partnership, nonprofit, trust, and individual tax returns. I found myself being most interested in the planning and client service aspect of tax and realized my skill set is best utilized in a financial advisor role. As I familiarized myself with the industry, it became clear that Rockbridge was the obvious choice for this transition. I admire the client-first mentality and enjoy working in an environment that promotes growth and success.
Favorite part of the job:
It is extremely interesting and rewarding to get to know each client’s unique situation and financial goals, while working with an incredible group of professionals to provide a realistic pathway to attain them.
Education:
Bachelors of Science in Accounting, Le Moyne College
Masters of Business Administration in Public Accounting, SUNY Oswego
Candidate for the Uniform CPA Exam
Beneath the surface:
My favorite thing to do in my free time is travel/try new restaurants with friends and family. When I am not doing this, I enjoy being active, especially outside whether that be skiing, golfing, or yoga.
