Jody Roberts headshot

Jody Roberts

Client Services Manager, POWA

I am the Client Services Manager at Panichi Olson Wealth Advisors and a Registered Representative of Raymond James Financial Services. It is my goal to provide high-level client service and advisor support.

While employed at Sam’s Club, I earned my bachelor’s degree in communications in 2001 from the University of Minnesota-Duluth. I started at Sam’s Club in 1995 and over my 10 years there, I worked in a variety of positions with my last full-time role being supervisor of membership and marketing. In 2004, I started at Wells Fargo as a personal banker and in 2007, I went on to join Merrill Lynch as a client associate. I was at Merrill for 11 years before taking a position at Northwestern Mutual in 2018. At the end of 2019, my mom was diagnosed with cancer, and in November of 2020, I became her full-time caregiver. My mom lost her battle in April 2021 and shortly thereafter, the opportunity to join this team presented itself, and I am proud to be part of Panichi Olson. I hold my Series 7 and 66 registrations and my life, health and variable annuity insurance licenses.

I am a lifelong Duluthian. My husband, Jamie, and I are blessed with two kids, three cats and a dog. My most favorite place on earth is our family cabin, built by my grandfather. My goal is to preserve its legacy for generations to come. I love Elvis, animals, reading, hiking in the woods, movie night, massages and spending time with my family and friends.