Jodie provides general account service and assists with needs of clients during William and Michael’s absence.
Jodie began her career as an operations associate with Shearson American Express in San Jose, CA. in 1987, where she developed her client service standards. After a number of mergers and name changes, she left Smith Barney as a branch administrator and joined Wells Fargo Advisors to work with William and Michael, in 2009 as their client service associate. In 2019, Jodie joined Wells Fargo Advisors Financial Network to continue to provide clients with outstanding service.
Jodie provides William and Michael’s clients account services with the highest standards to meet any requests or needs. She is also a Notary Republic and assists in signing important documents.
For over 30 years Jodie has worked to bring clients the highest level of personalized service. Her goal is to ensure that your interactions and your experiences servicing your account are always efficient and productive. She believes in client relationships and puts servicing of William and Michael’s clients’ accounts as her priority.
Jodie lives in Newport Beach with her two dogs Max and Ginger. Jodie especially enjoys traveling with her sister Janet in their motorhome and has visited almost all of the 50 states. She is an avid quilter and has many projects she has completed over the years and gifted to family and friends.