As our Office Manager and Client Services contact, Jodi acts as an assistant for Chris Mathwig, performs office management duties, customer service, reception, and marketing duties. She believes in doing whatever she can to support the team at our firm so they can spend more time meeting with clients and focusing on their needs and goals. She has been in the financial services industry for over 11 years, most of which has been with Lighthouse Wealth Advisors. She can't imagine having any other job because she loves what she does and is good at it. Plus, she enjoys working with her husband on a common goal every day! She lives by the motto that "tomorrow is a new day," and she greatly enjoys the ever-changing challenges this industry presents. She also enjoys working with clients over the long-term and watching relationships and families grow and goals being pursued.
Outside of the office, Jodi is passionate about gardening and even during the cold winter months, she is always planning her next landscaping ideas. Her perfect Sunday afternoon would be spent lounging outside in the sun with her family and taking care of her garden. She loves her little family of three and recharges by spending time with them.