Jodi joined Summit Wealth Group in 2019, as a Team Support Administrator. She brings over 20 years of experience in the financial planning industry. Jodi previously worked with Randy Morris at Executive Financial Planning as Client Services Director from 1994 to 2004. After taking some time off to raise her family, she is happy to be teaming up with Randy again! Jodi received her Bachelor of Business Administration, and her Masters of Business Administration from Millsaps College. She enjoys meeting and getting to know our clients. She strives to take care of you and simplify your life.
Jodi and her husband Mike live in Madison, Mississippi. They have three daughters: Mary Daley, Catherine, and Claire. They are active members of Madison United Methodist Church. She enjoys being with her family, traveling, puzzling, reading, and all things SEC football!