Jodi O. Padgett, one of the founding principles of the firm, strives to partner with people who want to make wise decisions about money and who endeavor to leave a legacy – both personal and financial. At her core, Jodi is a mentor and philanthropist in motion - driven by a genuine desire to uplift others, make a meaningful difference, and pour her time, wisdom, and compassion into both with her team and community she serves.
Jodi has been with the original founder, Charlie Taylor, since 1983, and has been inspired with all that entails financial planning -- the people, relationships, and educating, wealth building and tax planning from the beginning. While the financial planning industry has evolved immensely over the many years, Jodi finds the continued education rewarding and challenging.
She enjoys her involvement in the 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.
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 all that goes into the world of growing wine grapes and is a partner in Painted Lady Vineyard. She loves to read and is a 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