High level client service & creative solutions.
Jodi focuses on operations and productivity at Invictus Private Wealth to create a seamless experience for our clients. Her strong background of over 20 years in the financial services industry includes management and operations roles.
Jodi was selected as the Valedictorian of her class at Regis University (Denver, Colorado) and graduated with high honors in 1996. Upon graduation, she received a Bachelor of Science in Business Administration and a Bachelor of Arts in French.
She moved from Denver, CO to the Tampa, FL area with her husband Chris, daughter Brianna and two cats in 2017. In her free time Jodi enjoys spending time with her family and friends on the surrounding beautiful beaches and hosting out of town guests.
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