Since 2006, Jodie has personally guided her clients to pursue their investment and retirement planning needs. She conducts her business with integrity, compassion, and respect for the individual and business investor by helping them pursue their retirement lifestyle, goals, and dreams by using investment strategies matched to the individual and business owner's risk tolerance and time horizon.
Jodie Lane received her bachelor's degree from Alverno College with honors with a double major in business administration and professional communication. She received her Masters from MSOE (Milwaukee School of Engineering) in engineering management (MSEM). Jodie also holds several financial registrations including a Series 7 and 63, as well as her life insurance license. She also has her certification as an accredited asset management specialist (AAMS).