Jody is a Financial Planner at Heritage and has been a part of Osaic FA (formerly Lincoln Financial Advisors) since 2014. She works to help brace people for their future through personalized business consulting, retirement planning, asset management, child funding, and estate planning. She’s proud to provide comprehensive and multi-generational planning, leaning on Osaic FA’s “Serve First” culture as a guide.
She is a GEN2 Alumni (class of 2015), a member of The Resource Group (TRG) Insurance Committee, a member of the TRG Practice Evolution Committee, and in 2018, helped lead the national initiative to move GEN2 over to the LEGACY program. In 2021, Jody was named to the Hampton Roads Top Forty under 40 list by The Virginian Pilot. She’s a graduate of Virginia Tech and holds licenses in Series 7, 66, Life, Health, and Annuities.
In her spare time, Jody enjoys being with her husband, Erinn, and their young son, Cooper Oscar.
Certifications
- Series 7 and 66 registered
- Life, Health, and Annuities licensed
- Certified Public Accountant (CPA)®*
- Project Management Professional (PMP)®
Professional Associations
- The Resource Group (TRG)
- TRG Practice Evolution Committee
- GEN2 Alumni (class of 2015)
Education
- Bachelor of Applied Science (BASc), Accounting and Information Systems; Global Business, Virginia Tech
Awards
- Top Forty Under 40 Hampton Roads
The Top Forty under 40 awarded by The Virginian-Pilot on October 25, 2021 for applicable achievements during recipient’s life time up until August 20, 2021. The award recognizes the most outstanding young people in diverse professions across Hampton Roads, recognizing their leadership roles, business innovation, mentoring, and community service efforts. Jody Cooper Otterson was independently nominated for this award. Neither Jody nor her parent firm paid a fee to The Virginia-Pilot for the nomination, receipt, or promotion of the award. It was independently granted and membership in an organization was not required.
The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.
*licensed, not practicing on behalf of Osaic FA
Dave Cooper
Financial Planner
Amanda Fox
Director of Operations