Jodi Hanson

Jodi teaches and encourages individuals and families to take control of their finances through a strategic and compassionate approach to planning – for today and the future. As a Financial Coach and Chief Operating Officer at Wealth Health Advisors, she combines deep client care with operational excellence to ensure every financial journey is both well-managed and personally meaningful.

With almost 30 years of experience in nonprofit operations, administration, and project management, Jodi brings a unique perspective to financial coaching - one rooted in service, clarity, and values-based decision-making. She ensures clients experience responsiveness and confidence at every touchpoint, making financial planning feel seamless and supportive.

Jodi lives in Greendale, WI with her husband, David. As a recent empty nester, she enjoys spending time with her three adult children, reading, crafting, and gathering with family and friends.