Jody began her financial services career in 1995 with Royal Alliance in Cleveland Ohio.  After moving to Colorado in 2005, Jody spent 10 years with Alliance Bernstein (AB) working for the Private Client division.  Jody joined UBS Private Wealth Management in September 2018 with former AB co-worker Frank Laden. As a Registered Client Service Associate and part of team transition, Jody assists the team with completing Investment Proposals, client acquisition, and client retention. Jody graduated from Ashland University with a B.S. in Business Management . Jody and her husband, Julio, enjoy watching 5 ½-year-old twins Gabi and Alec increase their knowledge of swimming and soccer, as well as traveling to Julio's home country of Panama as time allows. 

Registered States:
CO, NY, OK, OR, WA, WY