Jodi Danielson

Jodi Danielson is a retirement coach who specializes in federal benefits and works with federal workers to help them understand their benefits. She creates strategies for a more secure and confident retirement. She specializes in guiding federal employees through their retirement options, helping them evaluate their benefits and implement solutions designed to protect their income and long-term financial stability. Jodi is passionate about simplifying complex retirement decisions and empowering clients to retire with clarity and confidence.

Jodi began her career in financial services in 2001, working with small business owners to provide life insurance, health coverage, and annuity solutions. Alongside her work in financial services, she spent more than two decades in healthcare operations management, where she developed a strong foundation in leadership, client service, and strategic problem-solving. After the financial challenges many families experienced during the COVID-19 pandemic, Jodi felt called to return to financial services to help others strengthen and protect their retirement plans. She has spent the past 18 months specializing in retirement planning for federal employees.

Originally from California, Jodi recently relocated to Texas with her husband. They have two adult daughters and two energetic huskies who keep life active and fun. Outside of work, Jodi enjoys spending as much time outdoors as possible and can often be found mountain biking, hiking, or kayaking.