Jodi provides knowledgeable and efficient customer service and support to help clients pursue their financial goals. Personable and attentive, she strives to ensure the individuals and families we serve receive the highest quality of service, and works closely with them to address each of their administrative needs.
Jodi has worked alongside Marty Carroll for over 11 years in the resident director’s assistant and senior client associate roles. She is a member of the French Social Circle of East Hartford and enjoys painting, gardening, boating and motorcycling in her spare time.
Originally from Stafford Springs, she lives in Glastonbury with her husband, Gerard, and their children, Jessica and Guy.