Jody is a Client Service Representative with Jacobs Financial. Jody's position mainly concentrates in overseeing defined contribution plans (401k). Her primary responsibility is handling requests from clients, resolving issues, and maintaining an open channel of communication between all parties. She is the main point of administrative contact for plan sponsors and those who assist them. She strives to maintain first-class working relationships with the valued clients of Jacobs Financial and provide the highest level of client satisfaction.
Jody resides in Sartell with her husband Jack. In her free time she enjoys reading, walking, and spending time with her family. Jody is a member of the St. Cloud area Chamber of Commerce.
Jody holds her Series 6 and 63 registrations and Minnesota Life/Health/Accident license.
Jody is a registered representative of Securian Financial Services, Inc. and CRI Securities, LLC.