Meet Jody


Jody is our team’s Wealth Advisor and has been providing insightful financial guidance since 1999. He specializes in helping clients maximize and preserve their wealth. His role is to help clients enjoy the fruits of their labor and pass along as much of their assets, whether it is their own business, their company-sponsored retirement plan, or any other asset, to whomever they choose.

A graduate of the University of Wyoming with a bachelor’s degree in administration of justice and sociology, he went on to receive an additional bachelor’s degree in secondary education.

A resident of Fort Collins for nearly 25 years, Jody has a deep affinity for the community and its residents. Outside of work, he enjoys spending time with his three children, Jillian, Thatcher and Holden.