Jody’s path to financial services was shaped by both professional experience and personal conviction. After beginning her career in healthcare, she transitioned into financial planning with a desire to help individuals make informed, empowered decisions about their futures.
For more than 15 years, Jody has focused in holistic financial planning, retirement income strategy, and divorce financial planning. As a Certified Divorce Financial AnalystTM, she works closely with attorneys and mediators to help clients navigate complex financial transitions with clarity and confidence.
Her thought leadership has been featured in national publications including Forbes, The Wall Street Journal, Barron’s, CNBC, and others — reinforcing her commitment to education-first planning.
Beyond finance, Jody is deeply committed to community service and nonprofit leadership, reflecting the values-driven foundation of Woman Owned Wealth.