Jody Henley, COO


Jody is responsible for coordinating the wide ranging and intricate details behind our service model and providing a concierge level of service to all parties interacting with the firm. Jody excels at project management and providing timely, knowledgeable and personalized service to clients, partnering advisors, vetted service providers along with providing “air traffic control” for Jeff and his schedule. Jody is FINRA Series 7 & 66 Licensed and Life, Health and Variable Annuity Insurance Licensed in Ohio.