About Jodi

Known for strategic thinking and special needs advocacy, Jodi develops lifelong plans of life skill learning and care tailored to the evolving needs of clients and their families. These plans address not only financial and public benefit considerations, but also housing, healthcare coordination, safety, daily living support, technology access, and long-term quality of life. By taking a holistic and proactive approach, Jodi helps families prepare for future challenges while creating systems that promote dignity, security, and continuity of care. Jodi has extensive experience overseeing trusts and trust instruments, reporting and coordinating care for beneficiaries from teens to older aged to ensure resources and public benefits are used effectively and in alignment with individual's best interests. She project manages caregivers, service providers, and professionals to create structured plans that support stability, independence, and long-term well-being.