Jodie Shtabsky

How I Support Our Advisors & Clients

At Innovative Wealth Team (IWT), seamless client continuity and meticulous service are the backbone of a successful practice transition. I support advisors and their teams across all facets of client management—handling vital paperwork, contributing to financial planning, conducting detailed research, and fielding direct communications to ensure clients always have a dedicated, reliable point of contact.

Advisors and their staff typically rely on me when they need thorough research and hands-on problem-solving. Whether resolving account discrepancies, untangling complex operational issues, or breaking down intricate financial situations and their potential impacts, I focus on delivering clarity.

"What I love most is talking directly with clients and helping them reach their long-term financial goals—providing a sense of confidence to sleep well at night. When advisors work with me, I want them to feel completely confident and assured that whatever they bring to my desk will be handled effectively, accurately, and in a timely manner."

Professional Background & Expertise

Jodie brings 27 years of extensive financial services experience to the Innovative Wealth Team. A Certified Financial Planner™ professional since 2020, she blends technical planning knowledge with high-touch client service.

Her career includes key positions across respected institutions:

• Vanguard: Served as a Retirement Specialist, managed high-net-worth client relationships, and worked as a Supervisor within Brokerage Service Operations.

• Corbin Financial: Served as a Registered Representative, delivering dedicated advisor and client support.

Jodie’s core areas of expertise include annuities, IRAs, comprehensive client service, and complex problem-solving. Her deep operational and planning background ensures that clients experience zero disruption during practice succession and day-to-day management.

Behind the Scenes: Positive Energy, Baking & Formula 1