For more than 36 years, Jodie has provided customized advice and investment strategies to affluent individuals, multi-generational families, small business owners, and clients in Las Vegas and across the country. She began her career in financial services in 1980 as an intern for two financial advisors to support her way through college. Jodie is a graduate of the University of California at Los Angeles. She has a passion for working with corporate executives and individuals planning for retirement.
Jodie takes great pride in putting advanced concepts into action and effectively communicating these concepts to clients. She works diligently to help simplify and demystify the investment and planning process by understanding her clients' goals and values. Most importantly, she enjoys creating long-term and trusting relationships with her clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.
Jodie lives in Las Vegas, Nevada, with her husband John and their son Morgan. She is an avid tea lover spending her Saturdays teaching the Japanese Tea Ceremony. She is a member of the Los Angeles, Orange County, and San Francisco Chapters of the Urasenke Foundation. She is also a member of the Japanese American Citizens League of Nevada and the Specialty Tea Institute where she is a Certified Tea Specialist®. In addition, Jodie has served on boards for Executive Women International, Japan America Society of Nevada, and Specialty Tea Institute.
In her spare time, Jodie enjoys tea, cooking, reading, and watching movies.
CRPS® Conferred by the College for Financial Planning