Our Team

Jodi stands apart as the heart of the firm - a compassionate, deeply dedicated advisor whose philanthropic spirit and unwavering commitment to serving others shape every part of who she is.

Her blend of intelligence, humility, and generosity has made her not only a trusted financial guide, but a mentor to many throughout her team and community. Her philanthropic nature and deep commitment to giving back, is the spirit that shapes every part of her being. 

Jodi's purpose runs far beyond financial or tax planning; she is driven by a genuine desire to uplift others, empower families, and make a lasting difference in her community and beyond.

Jodi has been with the firm since 1983, and has been inspired with all that entails financial planning -- the people, relationships, educating, wealth building. While the financial planning industry has evolved immensely over the many years, Jodi finds the continued education rewarding and challenging.  She loves her work.

She enjoys her involvement in the community and participates in many community nonprofits and activities. She was an advisory board member of the Yavapai County Community Foundation, sat on the Investment Committee of the Arizona Community Foundation for fifteen years, sat on the Governing Board Member of the Arizona Community Foundation, and was Board Member of the Highlands Center for Natural History for many years. In November of 2010, she was awarded the Philanthropist Leadership Award of Yavapai County.

These participations and many more, along with her desire for people to believe and plan for their legacy is probably why Jodi sometimes refers to herself as a “philanthropist in progress”.

Being a breast cancer survivor, Jodi has participated in many of the 3-day 60 mile fundraiser walks and plans to continue to support breast cancer research and prevention in any way she can.  Throughout it all, Jodi has carried heself with remarkable grace, resilience, and a quiet strength that reflects her unwavering belief in the power of a positive spirit.

For the personal stuff: She lives in the small community of Skull Valley – about 15 miles west of Prescott, Arizona. Her hobbies include work (Yes…she knows that isn’t a hobby!)  She delights in traveling, jigsaw puzzles, loves to read, and is an active member of a small Book Club for over three decades. She enjoys the outdoors – hiking, running, and paddle boarding with her two goldens. She has one son, who is married with little ones, and lives in Tampa Florida.

Educational Qualifications:

Graduated from Prescott High School in 1980.
Yavapai College, Business Administration,1984
College of Financial Planning, Certified Financial Planner (CFP), 1988
University of Phoenix, BA of Business, 2003
College of Financial Planning, MS Financial Planning, 2006

Licensing Registrations:
Securities registrations: Series 7 & 63
Independent Financial Group, LLC, Registered Representative
Arizona Insurance License: Life, Health & Variable