Jodi Lee Vawdrey, CASL®, CLU®, RICP®

Financial Advisor

Community Involvement

Jodi is a frequent presenter in the Utah community speaking to a variety of organizations, at community events, and at local colleges.

She currently serves on the National Association for Women Business Owners (NAWBO) Salt Lake Chapter as the Vice President of Finance, and is the co-founded the Business Networking International (BNI) chapter, Abundant Business.

National Quality Award by NAIFA (National Association of Insurance and Financial Advisors)

Women Business Owner of the Year Nominee by National Association of Women Business Owners (NAWBO)

Speaking Engagaments (2015):

  • Social Security: What You Need to Know But Don't
  • Held on June 19th at SunRiver Golf Club, St. George, UT
  • 3pm-5pm, No RSVP Required
  • Contact Levi Swenson: 801-205-8857


  • Social Security: What You Need to Know But Don't
  • Held on August 11th, 2015 at Fat Pipe Conference Room from 11:30am-1pm
  • Co-partnered with Florez Tax Consultants
  • RSVP by August 5th by calling Florez Tax: 801-240-1140



  • Social Security: An In-Depth Look into the Significance of Early Preparation
  • Held on August 14th, 2015
  • 11:30am-1pm
  • Salt Lake Chamber of Commerce
  • 175 E 400 S, #600, Salt Lake City, UT, 84111
  • RSVP to Matt Haidenthaller 801-433-1691 by August 7th





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