Jody Thomason

Financial Advisor

CFP®


It’s never too early to plan and save for retirement. Time passes so quickly.

I assist clients and institutions in the selection, management, and implementation of investments.

Since 1977, I have helped clients weather tough markets and develop strategies to accomplish their goals. Prior to becoming an advisor, I spent nineteen years in commercial banking, most recently as President and CEO of a regional bank. In addition to advising, I have authored numerous published articles and have given lectures covering investments and banking.

I have earned my degree at the Pacific Coast Banking School at University of Washington and completed the University of Southern California Financial Planning program. I am a CERTIFIED FINANCIAL PLANNER™ and a credentialed instructor in the areas of finance for the California Community College System and the American Institute of Banking.

When outside of the office you can find me spending time with my wife, Mona, our 3 children and 14 grandchildren.  I enjoy charitable activities with my friends at Kingdom Partners, World Help and golfing!

Bucket List: We’ve been blessed to have done so many of the things we’ve wanted to do but hope someday to attend our grand children’s college graduations and weddings.