Jodi Gibson, CRPC®
Financial Advisor
About Jodi
Jodi was born and raised in Hudson, WI. Prior to joining the team, Jodi spent some time living on St. Croix in the US Virgin Islands while her husband was teaching there. Jodi has a true passion for educating others on the importance of making informed financial decisions, and looks forward to helping current and future clients gain clarity around their finances. Jodi has earned the Chartered Retirement Planning Counselor (CRPC®) designation and holds Series 7 and Series 66 securities registrations. She also holds Life, Health and Disability insurance licenses as required by the State of Wisconsin.
She lives in New Richmond, WI along with her husband, Travis, their two daughters, and two boxers. Jodi spends any of her free time shuttling her girls to their activities, golfing, playing volleyball, dancing, travelling and cheering on the Badgers and Green Bay Packers with friends and family!
Office Location
Jodi's Client Support Team
Dawn Bembenek
Client Relationship Manager
Dave Hawley
Client service associate
Nolan Schoonveld
Director of Operations
Trevor Wasbotten
Director of Financial Planning
