Designations and Licenses

Jodi is a Certified Public Accountant.

Experience and Education

Jodi provides tax planning and consulting services. She is responsible for the development and delivery of tax education and tools to advisor teams. She is also involved in advisor development program support for Mariner wealth team members.

Prior to joining Mariner, Jodi was the managing director and Kansas City tax practice leader with CBIZ MHM LLC, where she was responsible for client service engagements and tax operations and administration for the local market.

Jodi has a bachelor’s degree in accounting from Peru State College.

Personal Interests

Jodi is past board chair and member of the Wayside Waifs Animal Shelter and the Ronald McDonald House Charities of Kansas City.