Jody M. Shea

Business Development

Jody Shea is a forward-thinking Business Development professional who employs a consultative approach, developing relationships with clients, and identifying new opportunities within the marketplace. Jody has been in the financial industry since 2001, and is passionate about helping clients properly manage the risk within their financial lives. Jody has the ability to analyze diverse situations and provide solutions that aim to meet clients' unique objectives. In her spare time she enjoys life with her husband and three children.

Certifications, Licenses, and Registrations

  • Registered Representative with Triad Advisors, LLC
  • Accident, Life, Health, Property, Casualty, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 6, 63
  • Bachelor of Science - Human Development and Family Studies; University of Wisconsin - Stout

Published Articles