Jody is an experienced with a demonstrated history of working in the Banking industry. Jody has worked at First National Bank for the last 41 years in various
departments. The last 5 years have been in the Wealth Management Financial Planning area. Jody earned her Associate’s Degree in Business Administration and Management at Metropolitan Community College and also has received her Financial Paraplanner Qualified Professional™ designation from the College of Financial Planning.
Jody loves traveling with her husband and spending time with her three children and granddaughter. In her spare time Jody likes to do DIY projects and reading.
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Taking the First
The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals. It all starts with a conversation. Let’s talk.