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Alexys Jacobs

CFP® | Associate Advisor

Fueled by family, friendship, and a knack for making the complex feel simple—plus a sheepadoodle named Charlie.

Solving complex problems with simplicity and clarity.

Alexys brings a strong foundation in tax planning, client service, and administrative support to her role at Strategic. Her professional background includes two years as an Associate Advisor at a Syracuse-based RIA where she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Additionally, Alexys spent four years as a Tax Associate at a CPA and Advisor Firm.

Alexys holds a Master of Business Administration (MBA) from the State University of New York at Oswego and a Bachelor’s degree in Accounting from Le Moyne College.

With a well-rounded background in creating comprehensive financial plans for clients and years of experience in public accounting, where she managed tax returns and filing for individuals, businesses, trusts and not-for-profits – Alexys unique skillset is invaluable to the Strategic team and our clients.

Education
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Enrolled Agent (EA)
  • Master of Business Administration, State University of New York at Oswego
  • Bachelor’s in Accounting, Le Moyne College

Community Service
  • CNY Women’s Network, Member
  • Financial Planning Association of Central New York, Member

Beneath the Surface

1
Claim to Fame

Once won a plank-holding contest (9 minutes).

2
Enjoys

DIY home projects, traveling, cooking, pilates, and spending time with friends and family.

3
Family

Currently lives in East Syracuse with my sheepadoodle, Charlie.

Whether you think you can or think you can’t, you’re right.

Henry Ford