Welcoming our newest Money Coach, Jodie Stauffer!

Posted on: January 24, 2025

We are thrilled to introduce our newest Money Coach and Financial Planner, Jodie L Stauffer, CFP®, who joined us in December 2024.

Jodie has built her financial knowledge for over 25 years in a variety of professional roles, with experience in mortgages, insurance, and investments, and as a traditional financial advisor.

In addition, her life experience as a businesswoman, a mother of 3 daughters and a wife, and a woman living with ADHD means she truly understands the pressure and stress her clients often face in their daily lives and can help them navigate complex and difficult financial choices.

Jodie is passionate about what she loves, which includes building long-term relationships with her clients so she can help them make the most of their resources to create the life they want.

Welcome aboard Jodie!!



Category(s): Financial Planning, Meet Our Money Coaches, Money Coaching

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