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Jodie West, CLTC®

Jodie West, CLTC®

Financial Planner

Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie uses her knowledge and expertise to assist clients through their journey in creating their financial strategies to improve their potential to accomplish their financial goals.

Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long‐term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She has earned the Certification in Long Term Care (CLTC) designation. Jodie is on the Leadership team for Women Helping Women 2 Network. Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.

Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.