As a Service Associate at James Investment Group, Jodee ensures financial documentation, client requests, marketing communications and back-end office operations are managed appropriately and running smoothly.
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BACKGROUND AND EDUCATION
Jodee graduated from the University of Northern Iowa with a Communications degree. After having spent 33 years in Texas working in marketing and advertising, she moved back to Iowa in 2018 to be closer to family.
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MY "WHY"...
I so appreciate the expertise and guidance a CERTIFIED FINANCIAL PLANNER ™ contributes to my financial well-being. I enjoy helping others experience this same confidence that allows me to focus on other areas of my life.
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IF I DIDN'T DO THIS I'D BE...
An Ornithologist
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YOU MIGHT BUMP INTO ME...
riding my bike on one of the trails in the area or walking my senior rescue dog, Maggie.
