Jody White
Client Services Associate
Jody joined Lifetime Financial Services in 2024 bringing more than 20 years' experience in executive office administration with a focus on finance. Jody's expertise in organizational efficiency and process management, coupled with her commitment to providing best-in-class customer service supports our team of advisors as they strive to provide a professionalized experience for each client. Jody resides in Reading, PA with her husband and enjoys spending time with her children and grandchildren.
Phone
610-777-7300
E-mail
jody.white@osaicwealth.com