In the role of Executive Assistant to the President, Jodi manages calendar schedules, travel and correspondence. She also prepares and assists with communications, presentations and events for company functions. She goes out of her way to warmly greet and interact with clients of the firm.
In 2020, Jodi joined Brennan Wealth Advisors bringing over 20 years of experience to the Executive Assistant position. Her extensive leadership support expertise was cultivated from her well-rounded career. Her approach encompasses passion, ethics and integrity in her role, with BWA clients, and with BWA staff. Jodi is not a registered advisor with FSC Securities Corporation.
Jodi obtained a Bachelor of Arts Degree in Communications from Northern Arizona University. Her hobbies include traveling, summer and winter sports, and spending time with friends and family.