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

Hi, I’m Jody.

I believe that wise financial stewardship is about more than just managing investments – it’s about helping people use their resources to live out their values and make a lasting impact.

I work with individuals, families, and institutions to design and implement investment strategies aligned with their long-term goals. Having guided clients through many market cycles since 1977, I believe that experience, discipline, and a long-term perspective are key to building confidence and resilience in any financial environment.

Prior to becoming an advisor, I spent nearly two decades in commercial banking, ultimately serving as President and CEO of a regional bank. In addition to advising, I’ve authored numerous published articles and delivered lectures on investments and banking to both professional and academic audiences.

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

Outside the office, I enjoy spending time with my wife, Mona, our three children, and fourteen grandchildren. We’ve been blessed to share many wonderful experiences together, and I look forward to watching our grandchildren grow and celebrating their future milestones. I’m also passionate about charitable work, serving alongside friends at Kingdom Partners and World Help, and you’ll often find me on the golf course when I can.

Helping clients live with clarity, confidence, and purpose through wise financial planning – that’s what drives my work every day.