Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie is a managing partner of the Allegiant Wealth Management team using her knowledge and expertise to assist clients through the process of creating their financial strategy to improve the potential to accomplish their financial goals. Jodie is also involved with the Greater Dallas Business Ethics Award both by nominating ethical Dallas businesses and on the steering committee.
Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She recently acquired her Certification in Long Term Care. Jodie is an active member of DallasHR Association and is currently serving on the Board of Directors.
Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.
Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.
Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice. We believe that despite the noise of opinion and financial entertainers, (mathematical) truth partnered with execution stands the test of time and produces results. Our financial planning clients receive objective strategies custom tailored to their priorities, with ongoing updates and high-touch service.
The STONE represents the firm foundation of economic principles and academic research that is the bass of advice, while the WATER represents the ever-changing financial landscape that we must adjust to. Together this philosophy coupled with our team-based approach, help ensure a client's financial plan to stay the course as their situation evolves.
Jodie West is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 14241 Dallas Pkwy, Suite 1200, Dallas, TX 75254, Tel: (972) 348-6300
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.