Jacobi is originally from Wisconsin and graduated from the University of Wisconsin-Eau Claire in 2012 with a degree in Sociology. Following graduation, she moved to Charlotte and joined the McGill Advisors team in 2018. For leisure she enjoys exploring new hiking trails with her husband Dylan and dog Brody.
OUR RECENT BLOG POSTS
Dialing in Your Savings Rate
How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I recently met a good friend from college for ...
TBOTA Recent Events: Race Cars and Success Stories
Over the last several weeks, The TBOTA team hosted two very successful events for clients, prospects, and advisors. The events ...
Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future
When a dentist decides to sell their practice, they often have a team of advisors to help them make important decisions. These ...