Jodi Klagos
Education
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University of Wisconsin-Milwaukee
Bachelor of Science, Health Care Administration
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Marquette University
Masters in Leadership Studies
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University of Wisconsin-Madison
JD Degree, Estate Planning Concentration
Jodi is a Family Office and Estate Planning Associate at Resonant Capital Advisors. Jodi works with the advisory team to assist clients with estate planning and family office strategy, implementation and ongoing administration.
Prior to joining Resonant, Jodi worked as an estate planning attorney at Godfrey & Kahn, S.C., where she assisted clients with wills, trusts, marital property agreements, business succession planning, estate tax gifting strategies, fiduciary income taxation and estate and trust administration. Jodi started her career at Children’s Hospital of Wisconsin and spent eleven years working in business operations for First Choice Dental in Madison, WI before transitioning into her legal and financial career.
Jodi is a Madison, WI native and earned her JD from the University of Wisconsin-Madison, her graduate degree from Marquette University, and her undergraduate degree from the University of Wisconsin-Milwaukee, where she was a member of the women’s soccer team. Jodi enjoys spending time with her family, volunteering, traveling, golfing, spending time outside, and teaching yoga.
- What song would you sing at Karaoke night?
Anything Backstreet Boys or NSYNC.
- What’s the last book you read?
Theo of Golden by Allen Levi. This is my favorite book!
- If you could visit anywhere in the world you’ve never been, where would you go?
My travel wish list is long, but at the top right now is Japan, Australia and New Zealand.
- If you have a completely open schedule on a weekend, what do you most enjoy doing?
I like to spend as much time outside as possible. In the warmer months, I like to hike, golf and spend time by the water, and in the colder months, I enjoy snowshoeing.
- What profession did you want to have when you were young?
A professional soccer player.