CFP® (Certified Financial Planner)
Jody earned her Bachelor’s degree in Accounting from the University of Southern Indiana and holds a Certified Financial Planner® certification. Since 2000, she has worked in the financial services industry with a strong focus in the Retirement Plan area. Jody has served on numerous community boards and recently chaired the Community Foundation Alliance, where she currently sits on its Executive Committee. Jody and her husband, Tom, live in New Harmony and have one daughter, Megan.