My passion lies in making processes more efficient and delivering the kind of attentive, thoughtful service clients deserve.
Jodi Lynn
With 38 years of experience in the financial services industry, Jodi brings a deep understanding of client service and operational excellence. Over the course of her career, she has led client service teams and worked directly with clients, helping ensure their needs are met with efficiency, care, and a high level of professionalism.
Jodi’s extensive background has equipped her with the insight and expertise to support clients in navigating the administrative aspects of financial services—making the experience smoother and more enjoyable.
Jodi is a Minnesota native with a nine-year chapter spent in Las Vegas. Jodi enjoys time in the outdoors exploring local trails, hiking along Lake Superior, or relaxing on a restaurant patio. Indoors, you’ll likely find her cooking, reading, cheering on the Vikings, watching MMA fights, or diving into a true crime documentary.