Jodi Bales , CPA, AIF®
Partner & Financial Advisor
Credentials:
certified public accountant
American Institute of Certified Public Accountants
Favorite thing about working at MBC?
Relationships. Helping clients prepare financially for all of life's surprises — birth of a child, retirement — and getting to be part of the journey.
Where can we find you outside the office?
She loves golf, outdoor activities and lake life while spending time with her husband and sons.