Jodi has helped investors navigate the myriad of available investment options with a high level of service and personal commitment since 2000.
From financial planning to comprehensive portfolio management, Jodi’s recommendations are made solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals and reduce your risk.
If you have a question or concern, she answers promptly, completely and truthfully. Also, she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Jodi has been a financial advisor at several firms over the years with her husband and son alongside her, making them a family practice as Engelstad Wealth Advisors. They see the value of different generational perspectives while helping their clients. Their value statement is Our Family Serving Yours, Through the Generations.
She was an RN for 20 years before joining her husband in the financial services industry. Jodi is a charter member of Columbus Sunrise Rotary, sits on the Ivy Tech Foundation Board and chairs its Development Committee. She is active in the Emmaus, Chrysalis and REC communities. Jodi lives in Columbus, IN, with her husband and partner, Mike. Their son and partner, Steven, who is in business with them, is married to Leah and they have three children. They also have a daughter, Jakki, married to Matty and they have three children and their daughter, Nikki, is married to Aaron and they have four children. When not in the office, she enjoys spending time with the grandchildren, golf and travel.