Focus
Jody Angellotti believes in building long-term relationships by taking the time to truly understand what matters to each client. With a background in business economics and a thoughtful, approachable style, she works closely with families and individuals to help them make clear, confident decisions. Jody brings a practical mindset to planning, focusing on each client’s unique goals and offering straightforward conversations along the way. Her mission is grounded in helping others pursue meaningful progress through planning that reflects their values and vision.
Outside the Office
Jody was born and raised in Morris, New York, and today shares a busy, active life with her husband Chad and their three sons: Carter, Brayden, and Parker. As a family, they thrive on movement—running, biking, and playing just about any sport that keeps them outside and together. Jody also carves out time for her own passions, including basketball, distance running, and reading.
