Who We Are
Jodi joined Wealthquest in 2022 as a Wealth Administrator after working in the finance and banking industry for over 20 years at some of the larger banks and brokerage firms in the tri-state. Her most recent experience included working in the retirement planning division of a national brokerage firm. She is passionate about providing the highest quality service and elevating the client experience.
Jodi resides in Northern Kentucky with her four children. In her free time, she likes to spend time outdoors hiking and kayaking.