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.
Kori Dee OWNER/AGENT
Kori Dee is an owner and agent of Jacoby & Dee. She joined Meg Jacoby in August of 2009 bringing with her 28 years of corporate sales and marketing experience with Fortune 500 companies in Chicago. Kori was born and raised in New York and lived in Chicago for a time, before making Montana her home. Kori is active on the Intermountain Children’s Home Board of Directors, serves on the Helena Deanery of the Diocese, and volunteers with Family Promise. Kori dearly loves the work she does and has adopted the philosophy that a client should walk out of our office understanding the insurance they have and why they have it!
Colleen Teberg AGENT
Colleen is a licensed Montana Health and Life Insurance agent who specializes in Medicare products. She was born and raised in Helena and joined the staff of Jacoby & Dee in September 2015, bringing with her 30+ years of accounting and finance experience from Blue Cross Blue Shield of Montana. She is active in both Insurance Professionals of Helena and the National Association of Insurance and Financial Advisors. Colleen enjoys visiting with clients and aspires to have every person leave her office having had a positive experience.
Connie Welsh AGENT
Connie Welsh is the newest member to the Jacoby & Dee team. She joined us in August 2017 and is licensed in the State of Montana. A Montana native, she has over 25 years’ experience in healthcare including serving as both the Administrator for the State of Montana and Director of the Montana University System Employee Health Plans. She has worked under various governors of the state, as well as, several years at Blue Cross and Blue Shield. Connie has served on the boards of Insure Montana, the Montana Unified School Trust, and the Montana Association of HealthCare Purchasers. She was appointed by the Lieutenant Governor to serve on the Labor Management Advisory Council. She brings to Jacoby & Dee a wealth of knowledge in the insurance field. Connie strives to help clients successfully navigate the complex world of healthcare.
Paula Smith RECEPTIONIST
Paula Smith joined us as our Receptionist in June of 2017. Paula is a native of Montana, and recently moved to Helena from Wyoming. She comes to us with over 20 years of customer service experience. She is hardworking, caring and does an amazing job supporting our staff and our clients. Her warm smile and friendly disposition greets you when you walk through the door.