Jodie Hoffman

Client Service Associate Client Service Associate

Jodie has been in the financial services industry for more than 20 years.  She leverages a wide range of skills to help ensure each client's service experience is personalized and comfortable.  Her commitment to detail and willingness to go above and beyond makes her an invaluable part of the team.  Her daily drive reflects the team's approach to customizing strategies for each client.


Jodie resides in West Salem, Wisconsin, with her husband, Ernie.  They have three adult children and a granddaughter.  In her free time, Jodie enjoys crafting and spending time with family and friends. 

Phone (608) 785-1727
Fax (608) 785-1879