About Jacobson Advisory Group

Experienced thinking. Personal attention.

Every engagement is led by the people you meet—combining executive judgment, analytical depth, and a commitment to telling the truth clearly.

Jenni Jacobson, Founder and Managing Partner

Founder & Managing Partner

Jenni Jacobson, MBA

Jenni brings an executive perspective to complex financial questions, helping owners, attorneys, lenders, and advisors move from uncertainty to a clear course of action. With more than 20 years of financial leadership experience, she brings broad perspective to the accounting, operational, and strategic questions organizations face. Her work centers on financial leadership, accounting clarity, strategic decision-making, and litigation support, including CFO expertise in financial analysis, profitability, forecasting, cash flow, and business performance. She especially enjoys cleaning up messy financials and transforming them into clear, useful information for business owners.

About Jenni

A longtime Idahoan, Jenni has called the Boise area home since the 1980s, with five generations of her family rooted in the community. Outside of work, she enjoys spending time with her family and being involved with her church. She is happiest around the water—whether boating, kayaking, paddleboarding, fishing, or simply enjoying the sand beneath her feet.

Principal, Analytics & Growth Strategy

Robert Jacobson

Robert brings a strategic and analytical perspective to complex business questions, helping owners, executives, and advisors turn financial and operational data into a clear course of action. His career includes work with Bank of America, General Electric, Medtronic, and Countrywide Home Loans, giving him broad experience across finance, business analytics, marketing, forecasting, performance modeling, reporting, process improvement, and operational systems. His work centers on uncovering the story behind the numbers, identifying what drives performance, and translating complex analysis into practical decisions business leaders can act on. He especially enjoys bringing structure to difficult problems and turning fragmented data into clear, actionable direction.

About Robert

Robert lives in the Boise area with his wife and values spending time with family, being involved with church, and staying connected to his community. Outside of work, he enjoys playing guitar, working out, and following baseball. He appreciates the balance of faith, family, thoughtful work, and the everyday experiences that make life meaningful.

How we think

Independent judgment, analytical depth, and plain-language answers.

The most valuable financial work does more than calculate. It identifies the real question, separates signal from noise, and gives decision-makers the confidence to act.

That is the standard behind every Jacobson Advisory Group engagement—from ongoing fractional leadership to a focused financial investigation.

Our approach

Advise.
Analyze.
Elevate.

Understand

We begin with the business question, the decision at stake, and the standard the work must meet.

Analyze

We organize the facts, test the data, challenge assumptions, and isolate what is actually driving the result.

Elevate

We translate the analysis into a clear narrative, confident recommendation, and practical next step.

Start a conversation

Bring us the question behind the numbers.

Tell us what you are trying to understand, improve, or resolve. We’ll help determine the right next step.

Request a consultation