Skip to Content


I specialize in tax planning, consulting, and compliance for both privately held and private equity owned clients in the middle-market. With more than 20 years of experience serving clients, I love being able to develop long-term relationships and be a part of my client’s growth and success. I spread my time between the food & beverage, manufacturing, technology, and service industries. Most of my clients are acquisitive in nature, fast growing and innovative.

View More of Jodi's Experience

A few years ago, I spent a week at a surf camp in Portugal to learn to surf. While I loved the experience, my surf skills didn’t compare to what I’d imagined. Turns out surfing is harder than it looks!

You might also like…

Fraud risks and COVID-19: Where to look for clues
Eric Conforti
Article January 19, 2022 2 min read
 Thinking of selling? Maximize your return with sell-side tax due diligence
Robert Shefferly III
Article January 18, 2022 3 min read
Food & beverage inventory management: Key considerations amid disruption
Joe Puglia
Article January 17, 2022 4 min read
Q4 2021 U.S. Industrial Real Estate Market Summary
Adam Burgess Plante Moran Cresa
Article Q4 2021 10 min read