Jodi Rahm, Vice President of Business Development & Marketing

(918) 858-2801

Jodi Rahm is the Vice President of Business Development & Marketing. She coordinates approximately 50 educational workshops annually and multiple client appreciation events. Jodi is  responsible for all forms of marketing and client communications. She works closely with our team of financial advisors to build client relationships, cultivate community relations and create new business opportunities for the firm.

Jodi has been in the financial services industry for over fifteen years. She is a member of Kiwanis Club of Tulsa, and a veteran of the U.S. Navy. In 2015, she served on the Logistics Committee for the first ever Walk to Defeat ALS – Tulsa.

Jodi and her husband, Thomas, have four adult children and attend Life Church. They enjoy running, cycling, traveling, attending sporting events, and spending time with family and friends.