Retirement in plain sight

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Fee transparency. Fiduciary services. Retirement readiness.

Senior Consultants

Jodi DiCenzo, CFA, CPA

Jodi has over 30 years of experience in a variety of financial and retirement plan-related areas. She began her career in public accounting, where she specialized in providing audit, internal control review and consulting services to financial service firms, publicly traded companies and employee benefit plans. For more than 20 years, she has worked exclusively in retirement plan services in a wide variety of capacities' including sales executive, operational consultant and participant behavioral market researcher (focusing on improved participant decision making).

Jodi is a member of the CFA Institute, CFA Chicago, International Foundation of Employee Benefit Plans, Plan Sponsor Council of America, Society for Human Resource Management and Society of Judgment and Decision Making.



1740 Ridge Avenue, Suite 216 | Evanston, Illinois 60201 |Phone: (847) 316-0301 |

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