Jodie has been in the financial services industry for over seventeen years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie joined the Allegiant Wealth Management team as a Financial Advisor and partnered with Lisa Rapfogel Ostroff as they assist clients through the process of creating their financial strategy to help improve the potential to accomplish their financial goals. Jodie is also involved with the Greater Dallas Business Ethics Award both by nominating ethical Dallas businesses and on the steering committee.
Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She recently acquired her Certification in Long Term Care. Jodie is an active member of DallasHR Association
Jodie previously held the position of Senior Vice President with one of the Top Financial Planners in Dallas for eleven years. Prior to that she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.
Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies