Jody received her BSBA from University of Missouri, Columbia as well as her MBA in Marketing from Webster University in St. Louis. She first joined Delta Investment Services over 35 years ago. She is securities licensed through Berthel Fisher & Company Financial Services with her Series 6, 7, 22, 63 and 65. She is also life and health insurance licensed. Jody works with individual clients to develop financial and retirement plans. She also focuses much of her time working with clients to develop strategies for long-term care planning. Jody is a contributor to Bob's Money Talk radio show and provides the Investing for Women segment every Sunday. When she’s not at work, Jody enjoys running, Pilates, reading, cooking, and making sourdough bread. She enjoys family time with her husband, Jim, her two daughters, Jordan and Ally, and son-in-law, Truman. She earned the new title of "Grandma" in 2024 when her oldest daughter, Jordan, had her first son and she tries to spend as much time with him as possible.