Biography

Jode has been in public accounting since 1995. She is responsible for tax planning, consulting, and compliance for a variety of clients, including high net worth individuals, partnerships, corporations, and trusts. She provides tax, financial, and estate planning services to closely held businesses, families, and individuals with the mission of helping them define, measure, and achieve their financial goals. She also assists business owners and other individuals with complex income and estate tax planning needs. Her experience in the estate planning and compliance arena spans her entire career.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Western Washington University