Jodi began her career in the financial services industry in 1989, joining Baird in September 2011 from Morgan Stanley. She began working directly with the Wheeler Bayle team in August 2013 where she is an integral member of the team providing her in depth understanding of the industry and client service expertise.
Jodi is FINRA Series 7 and 63 licensed. In her role, Jodi’s primary focus is client service which includes: client documentation, income distributions, online services and client on-boarding.
Jodi is active with several animal rescue organizations such as the Humane Society of Utah, Companion Golden Retriever Rescue, and the Utah Animal Adoption Center. Additionally, Jodi is known to foster a few 4 legged friends at any given time along with her 3 family dogs.