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Jodi Phillips began working for Naples Wealth Planning as our Director of Client Services in 2017. Jodi has a certificate in Computerized Accounting from Central Nine Vocational Tech. She was an Office Manager for over 13 years for Lee Supply Corporation in Indianapolis, Indiana.
She also worked for the United Way of Central Indiana as an Administrative Professional for 3 years and as Community Campaign Manager for the United Way of Lee, Hendry, Glades, and Okeechobee counties in Fort Myers Florida for the past 9 years.
Jodi is performing much of the Office Manager tasks as well as providing exemplary customer service for all Naples Wealth Planning clients.