Jodie is a key operational member of PSO Family Wealth with over 20 years in the financial services industry. As an original core member of our team, she has been delivering exceptional service to our PSO client families for over 10 years.
With extensive experience spanning both operational as well as relationship management responsibilities, including superior customer care and account servicing, Jodie consistently delivers a high level of service to each family we serve while leading the client operational team for our practice.
Jodie also holds the following designations, which enable her to better serve families across all areas of their financial lives.
- CRPC® — Chartered Retirement Planning CounselorSM
- APP — Associate Planning Professional
She is a native Texan, holds a Bachelor of Business Administration degree in finance from Texas Tech University, and resides in Allen with her husband, Larry, and their two dogs. This blended family also shares six kids, ranging in age from college to young adults.
