Jodi brings over 40 years of experience in financial services to her clients. Her knowledge spans comprehensive financial planning, investment strategies, retirement planning and business succession. Her specialty lies in helping business owners understand and bridge their “Wealth Gap,” ensuring their personal and professional goals align.

She believes her empathy and dedication are key strengths, helping her to foster trust and long-term relationships with clients while ensuring a high level of service with integrity and care.

Holding a BA in business from the University of South Florida and designations as both a Certified Financial Planner^® practitioner and Certified Exit Planning Advisor^®, Jodi is uniquely equipped to guide business owners and individuals through every stage of their financial journey.

Jodi’s leadership and dedication to excellence have earned her recognition as one of Forbes’ Top Best-in-State Women Wealth Advisors for Florida in 2025 and 2026.*

Beyond her professional achievements, Jodi is actively involved in her community, serving on the Advisory Council for the Personal Financial Planning Degree program at USF’s Muma College of Business and as a board member of the Business Transition Council of Tampa Bay.

Born in Bangkok, Thailand, Jodi’s life journey has taken her through Vietnam, Jamaica and Louisiana before settling in Tampa, Florida. She’s a proud mother of two and grandmother to Braxton, and she finds inspiration in caring for her active but independent elderly father. Outside of work, she enjoys “glamping” in her fifth wheel, playing golf with her husband, Mark, and planning bucket-list golf trips.

The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with any of the companies mentioned.

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