JODI WALLACE | Client Services Coordinator
Jodi Wallace joined our firm in 2019 in the capacity of Client Services Coordinator. She joins the firm after attending The Ohio State University and having several careers in customer service.
She is usually the person you will speak with when you call our office.
Jodi works closely with new clients beginning the planning process. Her role is to serve as a resource to new clients and address any questions they may have as they work through the implementation of their plan.
She assists with new client scheduling and provides training on the Client Portal of the firm website. She also coordinates client access to health care documents, health care checklists, and a variety of client counseling tools.
Jodi is passionate about exceeding client expectations and developing lasting relations with all of our clients.