Jody Jungerberg
MBA, CFS, ChFC, CFP®
Investment Advisor
Jody has more than 25 years of experience assisting high net worth individuals with financial and estate planning and managing portfolios. In addition, Jody has developed a niche expertise in the area of philanthropy planning.
Jody received her bachelor of science degree from Rockford College, and her M.B.A. from Northern Illinois University. She is a Certified Financial Planner and a Chartered Financial Consultant. In addition, Jody attended Cannon Financial Institute’s Private Banking School at the University of North Carolina and was senior vice president of the Private Banking office for AmCore during her tenure there.
Jody belongs to the Downtown Rockford Rotary Club, and is a Dean’s Council member of the University of Illinois College of Medicine in Rockford. She is a volunteer for the United Way of Rock River Valley and has supported the YMCA Strong Kids campaign.
Jody works out of our Rockford, Illinois office.