Jodie West

Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie uses her knowledge and expertise to assist clients through their journey in creating their financial strategies to improve their potential to accomplish their financial goals.

Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long‐term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She has earned the Certification in Long Term Care (CLTC) designation. Jodie is currently working on her Retirement Income Certified Perfessional (RICP) designation.

Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.

Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.

Stonewater Financial Group
14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254
Direct: (972) 348-6306
Facsimile: (972) 348-6399
Voice: (972) 835-8056
Text: (972) 284-1674
jodie@stonewaterplanning.com
jwest@financialguide.com
http://financialguide.com/Jodie-West

Jodie Benevitae West is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member of SIPC www.sipc.org, supervisory office (972) 348‐6300. Stonewater Financial Group is not a
subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202401‐26690