Jody began in the real estate in 1975 in Iowa. In 1984 she transitioned to the mortgage banking field in Omaha, NE.
In 2004 she began specializing in reverse mortgages to help her clients refinance their existing mortgage to improve their cash flow and reduce or eliminate debt. A that time a reverse mortgage was considered a “loan of last resort.”
She soon realized that many retirees had done very little planning before their retirement. By taking the time to learn the finer points of retirement and estate planning she is better able to help her clients understand how a Home Equity Conversion Mortgage (HECM) works alongside their retirement plan.
Although she does not hold herself out as a financial planner or attorney, her knowledge allows her to work with these professionals to utilize housing wealth as part of their overall financial goals.