Jodi Robinson, CPA

Managing Director, Tax Planning & Preparation
Kansas City

Designations and Licenses

Jodi is a Certified Public Accountant.

Experience and Education

Jodi focuses on client service, overseeing the national tax practice and other tax initiatives. As a veteran tax specialist, she has a broad understanding of U.S. tax laws, including income and estate tax strategies, along with years of experience working with high-net-worth individuals, their families and closely held entities.

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

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

Accolades

Jodi was a Buck O’Neill Legacy Seat Honoree in 2016.

Personal Interests

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

Jodi’s Office

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