Jody Johnston

A wealth manager spanning almost two decades in the industry, Jody Johnston is committed to helping his clients run the best race they can by listening to their needs and guiding them toward their personal vision of success in all areas of their lives.

Many people find themselves in situations that are more complex and less predictable than they anticipated. This is where Jody can help. A lifelong passion for coaching, Jody applies his natural ability to anticipate and prepare for the best and worst financial scenarios so he can make a positive impact on his clients’ lives. His ultimate goal… to build relationships based on trust and integrity, always striving to provide the same level of ethical service that he would expect for himself and his own family.

Whether you are a professional, executive or business owner, Jody will create a financial plan tailored to address your goals and dreams. Breaking down the necessary action items to work toward those goals, Jody will match your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products. He will then hold annual and quarterly meetings to help you stay accountable and track your progress.