Jacobi Poesch
Client Operations Specialist
Jacobi Poesch is a seasoned Client Operations Specialist with a strong background in the financial services industry. Originally from Wisconsin, she earned her bachelor’s degree in Sociology from the University of Wisconsin–Eau Claire, where she developed a deep understanding of people, systems, and strategic problem-solving.
Jacobi joined Scott Jones Financial in 2025, bringing with her a wealth of experience and a passion for client success. She plays a key role in supporting both clients and advisors, helping navigate complex compliance and tax-related matters with clarity and confidence. Known for her attention to detail and personable approach, Jacobi excels at building lasting relationships and delivering exceptional service.
She looks forward to discovering how she can support your journey toward financial success.