Unexpected changes for all of us came in 2020 and Jodi Baker made the most of this opportunity and joined Legacy Financial Group, bringing over 25 years of experience in the financial services industry with a focus on exceptional client service. This passion for building strong lasting relationships and surpassing expectations not only with clients, but coworkers as well, has shown her dedication and determination, earning her the position of Client Services Leader and Senior Paraplanner in late 2021. During that same time frame Jodi also attained her FPQP® (Financial Paraplanner Qualified Professional) certification. She recently was elected to serve on the Iowa Supreme Court Grievance Commission.
In her not so spare time, Jodi, and her husband Dan, and their three daughters enjoy spending time together, taking family walks, baking cookies, and cheering on their favorite hockey teams! They enjoy remodeling and have been working hard at their oldest daughter’s new house. The twins are very active in dance, so you can find Dan and Jodi driving them to and from dance classes and competitions.