Wealth Planning Administrator

Certified Financial Planner ®

Jody’s dedication lies in taking a holistic and personable approach when serving our clients. By combining her wealth of experience in financial planning, investment strategy, trust, private banking and lending; she diligently works with the team in developing individualized plans to help address each client’s specific needs, objectives and goals.

Jody joined Stockham Financial in 2017. She specializes in portfolio structure, retirement savings and income planning, social security integration, risk management, tax and estate planning, employer benefits, college savings as well as general budgeting and cash flow.

After graduating with a Master of Science degree from California State University Fresno, Jody spent the next ten years as an educator in the medical field along the beautiful coastline of the Monterey Peninsula, California. In the beginning of 2008, Jody returned home to Montana, to care for her father. Later that year, she embarked on a journey that would lead to her forever home and thriving career in financial services.

Over the course of her financial career, Jody continued her education through North Carolina State University; and went on to earn the Certified Financial Planner™ designation, FINRA Series 7, 6, 63 & 65; North Carolina licenses for Life, Health and Variable Insurance as well as NC Notary Public.

Jody resides in Seven Lakes with her daughter Reilly. In her downtime you will find them enjoying lake life, cooking, crafting, traveling and anything outdoors.