Jody has more than 30 years of experience in the financial industry. As a member of the Tax department, her areas of specialization include nonprofits and high-net-worth individual tax. Jody considers herself a generalist, with several years of tax experience in Partnerships and S-Corps. Jody has a strong background in developing training materials and mentoring staff. She has facilitated as an adjunct professor, teaching college courses for working adults in accounting and personal finance.

Jody is an Enrolled Agent and holds a BSB in accounting and a MBA from Norwich University. Jody lives in Maywood, NJ, close to her three grown children. She is an avid reader, an enthusiastic amateur gardener, and she enjoys embarking on new home improvement projects in her spare time.