“I work to understand clients’ concerns and wishes in order to support them reaching their goals. The best way for me to accomplish this goal is to stop and listen to the client’s story. Only then can we understand how to best service the client.”
Jody started working with Castle Rock in January 2018. As a client service associate, her position is to support Lauri to provide the best possible experience to clients. Jody has over 20 years working in the financial industry, all of it supporting clients.
Jody worked at a large brokerage firm for over 15 years, and coming to a small independent firm has been a wonderful experience for her. She is so excited to see the impact that her work has for clients every day, and to be developing close relationships with the clients who rely on Lauri’s expertise.
Jody didn’t always expect to end up in the financial services realm, but knows that the doors that open are not always the doors we expect.
When not at the office, Jody enjoys outdoor sports that allow her to experience the season: downhill skiing, hiking, in-line skating, and bicycling. She loves to sketch portraits, and has dabbled with watercolor. She has two grown children, and a rescue dog, a St. Bernard named Lily.