Jodi Jenkins
Life Insurance Agent, Summit Financial Planners Inc. Investment Funds Advisor, Investia Financial Services inc.
Jodi has lived in the North Okanagan her entire life and has been providing professional financial advice to clients since 1999. She started her career in investment banking with a local Credit Union and later secured a role with a large international banking firm here in Vernon.
Jodi joined the Summit Financial Team in 2010 and became a partner in 2012 and continues to offer her clients a broad suite of services to meet their growing needs.
Jodi has a strong focus on personalized service and provides investment and insurance solutions for personal, professional and small business clients.
Jodi builds trust with her clients by helping them understand their personal and retirement goals. Together they lay out a customized action plan to build a financially secure tomorrow while continuing to enjoy life today. Jodi works with clients to educate them to the degree they feel comfortable. Jodi believes investor education is like drivers education, a client doesn’t have to know how to build a car to drive one. Jodi believes working with a financial professional like herself allows her clients to reach their goals.
Cole Shapitka
Life Insurance Agent, Summit Financial Planners Inc. Investment Funds Advisor, Investia Financial Services inc.
Cole began his career at Raymond James, supporting a high-performing cross-border advisory team where he developed a strong foundation in the financial industry. He now works as an Advisor at Summit Financial and is proud to be an Associate on Jodi Jenkins’ Team.
Licensed in mutual funds, insurance, and segregated funds, Cole offers well-rounded financial advice tailored to each client’s unique needs. He believes that effective planning starts with building strong, personal relationships—getting to know clients deeply to truly understand their goals, and which financial products are best suited to help achieve them.
A family-oriented individual, Cole brings the same care and commitment to his clients that he values in his own personal life. He is always learning and actively furthering his education to better serve clients in a constantly evolving financial landscape. Professional and personable, Cole is dedicated to helping individuals and families make confident, informed financial decisions for the long term.
Angie Kornelius
Executive assistant, Summit Financial Planners Inc.
Angie is the Executive Assistant for the Jodi Jenkins Team at Summit Financial and a vital part of the day-to-day operations. Having called Vernon home for over 30 years, and with 13 years of experience in the insurance and financial industry, Angie brings an extensive background in customer service and administration. She is Life licensed and exceptional at managing the behind-the-scenes details—facilitating paperwork, supporting clients, and keeping everything organized. Her dedication, professionalism, and client-first approach make her an essential part of the team.