Jodi joined Kindred Financial Partners in 2014 with over 20 years of experience in the financial services industry. She oversees the day-to-day operations of our team, helps create financial plans, educate retirement plan participants, assists with portfolio trading, stock and mutual fund research along with any other client needs that arise.

During her career, Jodi has acquired many industry licenses including her Series 9, 10, 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. 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 have one child, Forrest. Joshua is a manager at a local farm. An entire family of animal lovers, you can often find them participating in events to raise funds to help our local animal shelters or rescue stray animals.