Jodi is the Director of Investment Client Service at Richardson. In that role, she coordinates operational functions for client accounts, which includes new account set up, account transfers, daily account activity review, check requests and cash balance maintenance. She personally assists our clients with completing paperwork and answering any service related questions.
Jodi has over 20 years of experience in the financial services and insurance industry. Jodi worked at Northwestern Mutual and Strong Funds prior to joining Richardson in 2016. Jodi earned her license as a Life & Health Insurance agent in the State of Wisconsin.
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Our professional team is comprised of carefully chosen, dedicated professionals who come to us with notable education. We have diverse backgrounds and experiences that come together to provide a seamless wealth management experience for the families we work with.
Among our professionals, you will find a highly qualified group of:
- Chartered Financial Analysts
- Chartered Financial Consultants
- Certified Public Accountants
- Chartered Life Underwriters
- Tax and Estate Planning Attorneys