Meg Jacoby OWNER/AGENT
Meg was born and raised in Helena and graduated with her BA in Business Administration from Carroll College. She has over 25 years of insurance experience. Seventeen years of that was spent on the corporate level – 10 years with Blue Cross and Blue Shield and another seven years with New West, before she went out on her own in 2005. She is licensed in the state of Montana and knows all the ins and outs of the life and health insurance markets. She is a member of the National Association of Insurance and Financial Advisors, as well as being certified in long-term care planning. Meg’s goal is that each of her clients feels well informed, so that they can make the decision that is right for them.
Mark Jacoby INSURANCE AGENT
Maggie Barnes CLIENT SERVICES REP
Maggie has lived in Helena, MT for over 20 years and graduated with her BAS in Business Management from Montana Tech along with an Associate of Science degree from Helena College- University of Montana. Maggie has been with Jacoby Insurance Group for over 2 years and brings a wealth of customer service knowledge in order to service her clients the best way possible. Maggie holds a State of Montana Health Insurance License and is a member of the National Association of Insurance and Financial Advisors (NAIFA). When Maggie is not at work, she enjoys camping, fishing, and boating with her family.
Sally Zimmerman CLIENT SERVICES REP
Sally is a new Montanan from Georgia. She brings a warm southern charm to the office and her clients, and has worked in customer service for over 25 years. She holds her State of Montana Health Insurance License, and a wealth of knowledge from her previous experience at a medical office. When Sally is not at work, she enjoys spending time with her “grands” and reading mystery books.
Kayla Blood OFFICE ADMINISTRATOR
Kayla was born and raised in Frenchtown, MT. She graduated with her BA in Social Work with a minor in Spanish at Concordia University – Portland, OR. As part of her Social Work career, she has traveled to Haiti and Nicaragua to conduct community wellness clinics. She currently holds her State of Montana Health Insurance License, and has worked in customer service roles for 5 years. When Kayla is not at work, she enjoys traveling, making memories with her family and friends.
Kristie Jacoby DATABASE ADMINISTRATOR
Grace Wagoner DATA ANALYST
Grace loves the mountains of Montana and finally returned to them in 2005 after too many years of Washington rain. She holds a BS in Business Administration earned from Western Governor’s University after 20 years of practical experience in restaurant management. Prior to joining the Jacoby Insurance team, she worked in medical transcription management, gaining a wealth of medical knowledge and applying her knack for meticulous attention to detail. Grace also delights in leading group fitness classes at a local facility, and in her free time enjoys her off-grid home in the mountains with her son and numerous dogs and cats.