Keeping Our Clients Organized.
As a Client Services Associate at Convergence, Kelly Jacobi brings unique expertise and perspective to the work she performs. Her professional training and degree in Digital Filmmaking from Stephens College honed her sharp eye for detail and ability to see the “big picture” when working directly with clients or providing crucial office support to the Convergence teams.
Kelly’s meticulous organizational skills and versatility allow her to bring all the right pieces together in all the right ways. From answering phones and scheduling appointments, to data entry and managing key documents, Kelly ensures the Convergence operation runs smoothly and efficient.
After launching her accounting career with the national tax preparation firm Jackson Hewitt in 2018, Kelly joined the tax team at Financial Planners of Missouri in 2019 and was a critical part of that firm’s merger with Convergence Accounting in the summer of 2020. Always adaptable and industrious, Kelly ensures that the client experience is consistent, thorough and enjoyable.
Outside of work, Kelly is passionate about movies, gaming, podcasts and her beloved calico cat, Prim. A St. Louis, Missouri native, Kelly is also a fierce, dyed-in-the-wool Blues fan and ranks attending the 2019 Championship Parade and Rally in downtown St. Louis as her top sports experience of all time.