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Jodi serves as an Associate Wealth Advisor for Midland Wealth Management in Rockford, Illinois. She supports the development of personalized financial strategies, working closely with advisors and clients to deliver planning-focused guidance across a range of financial needs.

Jodi joined Midland in 2010 and brings over 25 years of experience in the banking and trust services industry. Prior to her current role, she served as a Senior Trust Administrator and Team Lead for Client Servicing, where she was responsible for reviewing trust documents and account agreements, serving as a primary client contact, and supervising a team of sales assistants. Her background in trust administration gives her a strong foundation for understanding client needs and supporting long-term financial planning.

 

Education

  • Bachelor of Science in Business Management from Judson University

Certifications

  • Graduate of Cannon Financial Institute Trust School

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