Broker Check
Jodi Bales

Jodi Bales

Partner & Investment Advisor Representative

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.