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Jodi B
Series 66
Pleasant Hill, IA
Savvy
Jodi Breheny is a financial advisor at Savvy with 28 years of industry experience. She holds the Series 66 designation and previously worked for Farm Bureau Financial Services for over a decade before joining Savvy in 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and incorporates third-party sub-advisers, technology platforms, and tax-aware strategies in its approach.
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