Jodie Umehira originally joined TSG Wealth Management as a Client Associate in 2008 and is back with the team after taking a few years off to start her family. She graduated from Chapman University with a Bachelor’s degree in Business Administration (emphasis in marketing, management, and finance).
Jodie has over 20 years of experience in operations and project management positions within the financial industry and her specialty is delivering high touch service to clients.
Jodie enjoys keeping busy with coaching her active sons Braden and Caleb in basketball, baseball, soccer and lacrosse. She also likes to watch the NFL, but more importantly she is an avid reader when she has free time, and last year she read over 100 books. Her favorite quote is, “You can do anything, but you cannot do everything.” And while this is true she sure strives and we’re honored to have her on the TSG Team.