Jodi Rudd

In her role as Plan Manager at LPL Financial, Jodi supports Claire Reid Wealth Advisory where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Jodi partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Claire Reid Wealth Advisory.

Jodi’s financial services career started in 2014. She has served as a Financial Advisor, Budget coach, and Paraplanner. Jodi joined LPL Financial in 2023. She received her Bachelor of Science from the University of Wyoming and is a CFP® practitioner.

Jodi is married and has two sons. She lives in Wyoming and enjoys traveling, skiing, and getting outside in her free time.