Client Advisory


Jodi is a Principal in the Cincinnati South office, where she serves as a lead tax advisor for the Personal Planning Tax Team. In this role, she works closely with her team of tax and financial advisors to provide integrated tax compliance and planning services to their clients by helping them to achieve their financial goals during their working career and beyond.

Prior to joining Cerity Partners, Jodi worked over 20 years in public accounting, with 14 of those years as President of her own small firm, specializing in U.S. federal and multi-state taxation of individuals and small businesses.

Jodi resides in Northern Kentucky and enjoys spending as much time as possible with her fiancé and their 6 kids, as well as other family members. She loves attending various college sporting events and is learning how to play pickleball and golf in her spare time.


  • B.S. Psychology from Xavier University


  • Enrolled Agent
  • Accredited Tax Advisor

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