Client Service Representative
Jodie brings efficiency and attention to detail in the work that she performs. In addition to serving clients, she supports the CEO and is our specialist for the SYM Asset Management offering. Her favorite part of her job is that she is constantly learning different facets of the financial industry. She loves getting to know her clients beyond the computer.
Bachelor of Arts in History – Huntington University; Huntington, IN
Financial Paraplanner Qualified Professional ™
Jodie has enjoyed her volunteer work at blood drives and Indiana Young Republicans and looks forward to finding new ways to plug in to her new community.
Jodie’s Words to Live By
“Your mind will answer most questions if you learn to relax and wait for the answer.”
– William S. Burroughs
Jodie enjoys being a mother to two sons. She and husband Tyler moved to the Warsaw area in March of 2018. She enjoys reading and watching any type of sport. She is a huge IU basketball fan who is always up for a good sport talk of any kind.