Jodi Harrison

Jodi Harrison,

FPQP™ Business Manager

Jodi Harrison has been in the financial industry for over 25 years. She joined Kindred Financial Partners in 2014 as a Registered Client Services Associate. She was promoted to Senior Registered Client service Associate in 2017 and then to Business Manager in 2020. During her career, Jodi has acquired many industry licenses including her life and health insurance licenses. In 2013, she earned her designation as a Financial Paraplanner Qualified Professional through the College for Financial Planning and in 2021 she obtained her Series 9 and Series 10 general securities sales supervisory licenses.

Jodi oversees the day-to-day operations of our team to ensure all aspects of our business run smoothly. Some of her responsibilities include meeting preparation, creating financial plans, insurance and annuity research, paperwork preparation and ensuring compliance with new rules and regulations for our team. 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 dog, playing piano, reading, and most importantly spending time with her family. Jodi and her husband, Dave, have two children: Chelsea and Joshua. Chelsea and her husband, Bob, also have two children - Forrest and Eleanor. Joshua lives in Portage and is a manager at a local farm. As an entire family of animal lovers, you can often find them participating in events to raise funds to help our local animal shelters.

We pride ourselves on the level of service we provide; we strive to understand our clients, treat them with respect, and go the extra mile every time.

– Jodi Harrison, FPQP™ | Business Manager