Fortress Client Service Team
Caity Jacobson
Client Service Associate
Client Service Associate supporting clear, responsive communication throughout the service process.
Background
Caity Jacobson is a Client Service Associate at Fortress Financial Group, where she plays a crucial role in helping support a smooth client experience. With a bachelor’s degree in sociology and a minor in business administration, she draws on her academic background while supporting clear, responsive client communication throughout the service process.
Approach
Before joining Fortress, Caity developed problem-solving and multitasking skills in roles that required efficiency, adaptability, and relationship-building. She now applies these abilities to managing client paperwork and supporting a welcoming office environment.
She believes that strong relationships are the foundation of thoughtful service and takes pride in clear, responsive client support.
Beyond the office
Beyond the office, Caity enjoys hiking, reading, and spending quality time with her husband, Jeremy, a Cannon Falls Police Officer, and their two children.
Start a conversation
Talk through what you’re deciding.
30 minutes. No cost or obligation. Bring your retirement date, pension or Social Security question, or portfolio concern.
Prefer email or a call? Visit the contact page for every option.