Focus Area

Jody focuses on the integration of estate and financial planning with wealth management for high net worth clients. She prides herself on being an active listener which helps clients identify their true goals and serves as a foundation for all of their planning.

Experience

Jody has previously served in the roles of Vice President & Investment Officer, and Vice President & Director of Client Services at Fiduciary Trust. Prior to joining Fiduciary in 2005, she was a Director at Northstar Advisors, LLC, a multi-family office focused on complex, multi-generational families. Before that, she was a Senior Manager in Ernst & Young LLP’s Personal Financial Counseling group.

Thought Leadership

New Tax Law: Wealth Planning Considerations
Memory Loss – Remember…to Plan
Understanding Long Term Care Insurance
Financial Conversations with Family
Ten Items to Consider When Turning 18
Paying for College
Getting Married: Financial Considerations

Community Involvement

Beverly Education Foundation – Treasurer
Glen Urquhart School – Investment Committee Member and Past President of the Board of Trustees

Personal

Jody enjoys a day at the beach and spending time with her husband and their two sons.