Jodi recalls the day she put on a suit to return to work and her son
asked, “Where are you going?”
In 2008, she had sold her first company six years after it
launched—a provider of biometrics, communications, operational
intelligence and engineering services to the government. After taking
time off to spend with her family, she launched her second business in
2012. She leveraged her background in the Army to support the
Department of Defense and the intelligence community with
informational technology services and enterprise architecture solutions.
With her son clearly unfamiliar with the sight of his mother at
work, Jodi said, “I wanted him to understand how important it is to
have a work ethic and how good it feels when you contribute.”
Moreover, educating her sons about their wealth became a pressing
need, especially as they grew into adulthood. “My oldest two boys are
over 18, so we’ve given them a little bit of money of their own to
help them develop good financial management skills,” she said. “It’s
important to us to help them build the muscles and the experience to
become good citizens.”
Jodi, who has a long-term relationship with her private wealth
advisor (PWA), encouraged her sons to ask questions and have
independent conversations with her PWA. They also participated in the
Private Banking and Investment Group’s Next Generation Bootcamp.
“Going to the bootcamp helped put them in a community to ask questions
and hear anecdotes from others,” she said.
Jodi has taken part in various educational sessions and workshops
herself. She’s used the resources available to her to strengthen her
family’s financial knowledge.
She also realized she could educate her children about another aspect
of responsibly managing wealth: philanthropy.
“Our sons had a certain amount of money that they could give away,
but they had to research where they wanted it to go and why,” she said.
She wanted her sons to be truly invested. She also asked that they
volunteer with the organizations they select. “It’s easy to write a
check, but I want my sons to be involved,” she said. As a result, her
family has become more strategic and, ultimately, more impactful in
Reflecting on the impact she would like to have on the world, she
talks about citizenship, alluding to her proud Army background.
“Whether a citizen of my home, my children’s school, the community, or
even globally, I want to leave a legacy of service—for people to say,
‘She left the community better than she found it.’”
For Jodi, that includes doing the same for her children. “It is so
important that we help our kids become the most responsible citizens
they can be.”