• Jodi Bruns Director of Case Design

    Bachelor of Science in Finance – Economics, University of Illinois

    Jodi is our Director of Case Design and brings her expertise as a strategic planner who delivers collaborative, values-based planning to individuals, families and small business owners and has served as a leading resource of wealth management to over 300 households. Her emphasis is to educate, organize and prepare clients with the latest wealth accumulation, risk management and legacy transfer tactics and strategies.

    Jodi has obtained the Series 6, 7 and 63 securities licenses, life/health insurance licenses and has achieved professional designations as a Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU).

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