Jodi EngelstadSenior Financial Advisor
Accredited Asset Management Specialist
With 17 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.
I began my financial services career as a financial advisor with Edward Jones in 2000, where I worked for 13 years. I then moved my financial practice to Wells Fargo Advisors Financial Network in Columbus. My husband and I opened our own practice, Engelstad Wealth Advisors, Inc., in March of 2013. I have served Columbus area investors for 17 years and look forward to helping them meet their financial goals for many years to come.
I have earned an Associate's degree in Nursing from MATC in Madison, Wisconsin. I worked as an RN for 20 years, prior to moving into the financial services industry. In addition to applicable securities registrations, I hold the Accredited Asset Management SpecialistSM certification and am working on my Retirement Income Certified Professional certification (RICP®.)
Committed to helping my community prosper, I am active with Zonta International, the Columbus Area Chamber of Commerce, and am a charter member of Columbus Sunrise Rotary. Away from the office, I also enjoy golf, and am a member of Terrace Lake Community Church, active in Chrysalis and Emmaus movements and Women's Giving Circle of Bartholomew County. My husband Michael and I live in Columbus as well as our son, Steven and his wife Leah, and our granddaughter Claire.