Jodi joined Kindred Financial Partners in 2014 with over 20 years of experience in the financial services industry. Honest and friendly, she strives to understand clients’ needs – always treating them with respect and going the extra mile. She helps create financial plans, educate retirement plan participants, assists with portfolio trading, stock and mutual fund research along with other client needs that arise.
During her career, Jodi has acquired many industry licenses including her Series 9, 7, 63, 66 and 6 as well as her life and health insurance licenses. In 2013, she earned her designation as a Financial Paraplanner Qualified Professional through the College for Financial Planning. Ironically, Jodi was first introduced to the industry by her sister, Jamie, and is proud to be working in the same office with her now. Jodi’s dedication is evident through the strong relationships she builds with clients and colleagues. She consistently delivers a high level of service and support which enables her to attend to all aspects of our practice.
In her free time, Jodi enjoys walking her dogs, playing piano, watching movies and most importantly spending time with her family. Jodi and her husband, Dave, have two children: Chelsea and Joshua. Chelsea and her husband, Bob live in Portage and recently had their first child, Forrest. Joshua lives at home and attends Kalamazoo Valley Community College to pursue his passion in auto mechanics. An entire family of animal lovers, you can often find them participating in events to raise funds to help our local animal shelters. Jodi has also enjoyed volunteering with her Raymond James family at events such as Habitat for Humanity, Ministry with Community, First Day Shoe Fund and the Community Healing Centers.
– Jodi Harrison, FPQP™ | Business Manager