As Chief Operating Officer & Head of Client Experience
October 20, 2025
FOR IMMEDIATE RELEASE
Contact: Sarah Perlman
sarah@silverbrookmarketing.com
864-884-0510
TAMPA, FL –Advanced Strategies Group (ASG) is proud to announce the appointment of Jody Henley, CPFA®, NQPC™, as its Chief Operating Officer and Head of Client Experience. In this expanded role, Jody will oversee the firm’s internal operations and lead efforts to deliver a seamless, concierge-level experience to clients, partner advisors, and service providers alike.
With her deep operational expertise and client-centric mindset, Jody will coordinate ASG’s service model and ensure efficient process execution. She will also continue to manage key client touchpoints, ensuring timely, knowledgeable, and personalized service across all interactions. Jody is FINRA Series 7 & 66 licensed, and holds Life, Health, and Variable Annuity insurance licenses in Ohio.
“Jody’s organizational mastery and passion for service are vital to our mission of delivering exceptional value and trust to every stakeholder,” said Jeff Acheson, President of ASG. “In her expanded role, she will ensure that our client experience lives up to the elite standards we set for ourselves.”
Jody’s promotion underscores ASG’s commitment to operational excellence and client-first culture, as the firm continues to scale and deepen its impact in the wealth management and benefits planning space.
About ASG: Advanced Strategies Group is a trusted authority in financial and retirement planning, wealth management, and tax mitigation strategies for law firms, lawyers, lobbyists, and other select client profiles. For law firms, the team helps clients reimagine how their organization recruits, rewards, and retains top talent while enhancing their financial futures, enabling timely retirement transitions. For lawyers and lobbyists, ASG’s primary focus is on protecting their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority, helping them answer a critical question: “What’s Your Plan for Financial Independence?”sm