Life Insurance Advisor, Summit Financial Planners Inc.
investment fund advisor, investia financial planners inc.
"There must be a strong degree of trust between clients and their advisor"
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.