Director of Client Service
CPFA®, NQPC™
About Jody
Jody coordinates the wide-ranging and intricate details behind our service model and provides a concierge-level of service to all parties interacting with the firm. Jody excels at project management and provides timely, knowledgeable, and personalized service to clients, partnering advisors, and vetted service providers, along with providing “air traffic control” for Jeff and his schedule. Jody is FINRA Series 7 & 66 Licensed and Life, Health, and Variable Annuity Insurance Licensed in Ohio.
At a Glance
Credentials
CPFA®, NQPC™
Title
Director of Client Service
Location
Dublin, OH
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