Alyssa joined Jacobi Wealth Advisors in 2024, bringing over a decade of expertise as a Client Experience Specialist. She plays a pivotal role in overseeing the operational management of client accounts, and striving for accuracy, efficiency, and seamless execution. In addition to her operational responsibilities, Alyssa is dedicated to building strong relationships and continuously enhancing the overall client experience. Her commitment to delivering exceptional service reflects her passion for understanding client needs.
Alyssa is a graduate of West Chester University and a Notary Public in the State of Delaware. She resides with her husband and two daughters in Montgomery County, PA.