Jody Beene Smith

Jody's dedication lies in taking a holistic, personable approach when serving our clients. By combining her wealth of experience in financial planning, investment strategy, trust and banking, she diligently works with the team in developing individualized plans to help address each client’s specific needs, objectives and overall goals.

After graduating with a Master of Science degree from California State University Fresno, Jody spent the next 10 years as an educator in the medical field serving both physicians and patients along the beautiful coastline of the Monterey Peninsula, California. In the beginning of 2008, Jody returned home to Montana in order to care for her father. When the time came to explore the next chapter in life, her adventurous spirit led to a cross-country move where she embarked on a journey that would lead to her forever home and thriving career in financial services. Over the course of her time in the financial industry, Jody has earned FINRA  Series 7, 6, 63 & 65 registrations as well as North Carolina licenses for Life & Health Insurance.

Jody resides in the Seven Lakes area with her sweet daughter Reilly. In her downtime you will find she and her daughter enjoying lake life, seeking outdoor adventures, cooking, crafting and chasing unicorns & rainbows.