Jodi L. Martin

Title

Client Relationship Manager

Education

Graduated with honors from the South Hills Business School
Currently attending The Pennsylvania State University for a B.S. in Organizational Leadership

Advanced Credentials/Designations:

• Life, Accident, & Health Insurance Licensed
• Fixed Annuities Licensed
• Pennsylvania Notary Public

Memberships:

• Member of The National Society of Leadership and Success
• Member of The National Honors Society

Statement of Service:

Jodi started her career in the financial services industry in 1998. Her first position was in the New Business Administration department. Based on each client's individual needs, Jodi used financial tools and strategies to meet the client's financial goals and objectives. She achieved this by organizing the creation of new retirement, insurance, and trust accounts, as well as preparing financial, legal, and tax documents.

Jodi was then promoted to the position of Client Relationship Manager. In this role Jodi supports Abundance clients as well as Financial Advisors by providing comprehensive technical support and service.

Jodi's extensive knowledge in insurance, financial planning, and client and employee relations has proved to be very valuable to the organization.