Our Team
Jody Carlson
Office Manager
jody@calmwaterfinancial.com | (800) 850-6827
Jody joined the CalmWater Financial family in the spring of 2015 with many years of customer care experience in the areas of insurance, investments, and economic development. We are thankful for Jody’s many skills as she is often given the task of organizing events, handling marketing, taking care of client needs and assisting advisors with the many behind the scenes details of managing the office. Thankfully, her easy-going style allows her to adapt to the various tasks that pop up daily here at CalmWater.
A lifelong resident of Northeast Nebraska, Jody graduated from Madison High School and earned an associate’s degree from Northeast Community College. While Jody enjoys her time at work, she is most proud to be called “Mom and Grandma”. Jody and her husband, Scott, have three grown children, Stephanie (and her husband, Sam), Daniel, and Molly and grandsons, Everett, Eli and Ethan. Jody loves every opportunity to spend time with her family, working out at the YMCA with friends, crafting, and trying out new recipes.
How can we create financial confidence for you?
Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.