Jodi graduated from North Carolina State University with a Business Management degree with a concentration in Finance. She has been in the financial services industry since 2006 starting at The Vanguard Group where she received her Series 6, 7, and 63 securities registrations. Jodi currently holds her securities registrations through LPL Financial. She joined Allegiance Retirement Solutions in 2009 as the Client Service Associate and is now our Operations Manager/COO. On a daily basis, Jodi oversees the day to day operations of the company and financial management of the firm. She is also involved in recruiting and training for the firm.
Jodi currently lives in Winder with her husband, Roger. When she is not at work, she likes to spend time with her family and friends, travel, read, cook, and partake in outdoor activities such as hiking and swimming.