Jody brings 16 years of experience in wealth management and financial services to her role as Senior Relationship Manager.
Currently, Jody is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. She provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Prior to joining First American Trust in 2001, Jody served in executive administrative management in the construction, real estate development and accounting fields.
Jody is a graduate of the Cannon Financial Institute Trust School and obtained designation of Certified Trust and Financial Advisor (CTFA) from the Institute of Certified Bankers. She earned her Bachelor's degree in Organizational Behavior from the University of San Francisco.
Jody is a board member of the Alzheimer's Orange County where she is the incoming Chairman of the Board and serves on the Human Services Committee at Goodwill of Orange County. She is also a founding member of Alzheimer's Visionary Women 1000 and an active volunteer for Best Friends Animal Society and a 2017 Honoree for Spirit of Volunteerism by OCOne.
She is the recipient of the 2014 Alzheimer's Volunteer Partner of the Year.