Jodi was born and raised in Honolulu, Hawaii where she attended Aiea High School. In 1986, she moved to Kona where she raised her one and only son, Joey. She took a job as Administrative Assistant for the Trust Officer of a large local bank there and was later promoted to a Trust Officer in that same bank.
In 2000 she had the opportunity to join a large independent financial planning firm as a Client Relationship Specialist and served in both that capacity and as the Office Manager for over 15 years.
Jodi joined Wealth Managing Partners in November of 2015 with over 25 years of experience in the financial services industry and moved to Arizona to open their new office in Scottsdale, AZ, where she is the Office Manager.
Jodi truly enjoys helping and assisting her clients. She feels a deep privilege, honor and commitment to do her best for every client she meets.
When Jodi is not at the office, she enjoys spending time with her family and friends and leads a very active lifestyle such as biking, hiking and a few days each week in the gym. She also has her Series 6 and 63 licenses.