Jodi Lynn

Operations Manager

Jodi has been working in the Financial Services industry for 30 years. She began her career as a Client Service Assistant, moved on to Client Service Manager, and also owned her own firm doing consulting work. Her experience is a rarity in our business and her professional background is an extraordinary asset to this team. She strives to consistently upgrade the client experience because she understands that our clients are the most essential part of our business. 

Jodi enjoys traveling with her boyfriend, Chad, and getting outside with their 2 dogs. They have a Boxer named Steven and a Yellow Lab named Stella. She loves spending time with her son and daughter-in-law in San Diego and also time with family in Minnesota where she grew up.