Jody believes that client trust and loyalty are earned every day by hard work, dedication and a laser focus on providing trusted advice and exceptional service.
Jody has been helping individuals and Institutions make sound investment decision since 1996. He started his career with AG Edwards & Sons and remained there through two bank mergers with Wachovia and Wells Fargo. In April 2014 he joined Robert W. Baird & Co. as the branch manager and Senior Vice President of the Charleston, SC office. He is a graduate of the University of South Carolina where he received a BS degree in political science and history. Jody currently holds FINRA licenses for the Series 7, 8, 9, 63 and 66. He is licensed to provide long term care, life insurance and fixed and variable annuities. Jody has been married to his wife Chloe for twenty-five years, and they have two beautiful daughters. Jody is an avid outdoorsman and a competitive marathon runner and Ironman® triathlete. Jody has been involved with various board affiliations.