When people can make informed decisions based on facts surrounding their own personal situation, they can create a better life for themselves. Jody has lived and worked under this premise her entire 36-year career. She has significant experience in the capital markets as a portfolio manager, and has built a strong knowledge of how to manage investments together to accomplish a specific goal. As part of our team, she uses this ability to benefit our clients by helping construct and manage the asset- allocations and underlying investments used to generate the investment growth required to help achieve success.
Jody is a graduate of the Martin County LEADERship program, and is a Mentor in the Viner Scholarship Program. She obtained both her undergraduate and her Masters in Business Administration and Finance from Florida Atlantic University, and also has obtained her Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. She also gives back to the community through participation in the Anti-Defamation League and the Jewish Family Children Services organizations. With her free time, Jody explores her passion for the culinary arts and loves to spend time with her Havanese, Yogi.
“You are what you do, not what you say you’ll do.”-- Carl Jung