Client-centered and proactive, Jody Redmann is an investment fiduciary specializing in financial planning and portfolio management. She passionately works in her clients’ best interest, serving as a collaborative partner, personal counselor and coach, and project manager.
Her clients are her people… her tribe… and Jody safeguards those relationships as carefully as she works to protect her clients’ hard-earned money. Over the years, Jody has walked through both celebrations and hardships with clients. She remains committed to being accessible, available, authentic, and honest. Whether you are meeting in an office or around your kitchen table, Jody seeks to fully understand your needs, accommodate your schedule, and develop a long, collaborative partnership.
Jody understands the complexity of personal and financial situations and wants to be your advocate. In 2010, after counseling and coaching clients through the Great Recession, Jody decided to pursue her own practice to better help the people she serves. She successfully faced the challenge of transitioning to an independent practice in 2015, while working as a divorced parent. She has since remarried, and her expanded family includes her son, four adult step-children and a giant, but gentle, black labrador. In philanthropy, Jody actively participates in Rotary and other volunteer activities promoting youth leadership and humanitarian service.
Jody is more than compassion. She brings twenty years’ experience in all levels of business development and finance. Here are just a few highlights:
• Business analyst and project manager for corporate finance systems in the Silicon Valley.
• Advocate at top financial firms working face to face with clients as well as behind the scenes.
• Fifteen years of continuing education in the full scope of financial planning: wealth management, portfolio construction, insurance, estate and tax planning.
Charles Schwab, a multi-trillion-dollar custodial firm, is Jody’s primary custodian for her client’s accounts. She also advises on other offerings, such as HSA’s for medical savings, state-held 529 plans for education, and more. Jody is a financial advisor with the asset management firm Kingsview Asset Management (“KAM”), a consortium of independent financial planners, wealth managers, and investment advisor representatives from many walks of life. KAM provides its advisors with the operational, technical, trading infrastructure, and compliance support needed to best serve clients. KAM is an investment advisor registered with the Securities and Exchange Commission headquartered in Grants Pass, Oregon and has offices nationwide.
Get in touch with Jody Redmann
Office111 W. Jackson Blvd. Suite 1140
Chicago, IL 60604
Phoneo : 312-920-7378
f : 312-488-2635