Jodi Sullivan

Operations Specialist

Jodi joined Sumnicht & Associates, LLC in May 2019 as Operations Specialist.  Jodi provides support to client services, operations, finance and accounting.  She is a member of the Compliance team and assists with management of the Firm’s policies and procedures.  She also manages special projects for the Firm.  In addition, Jodi provides concierge and support services to our clients and guests. 

Prior to joining Sumnicht & Associates, LLC, Jodi worked as an Administrative Assistant for the East Central Synod of Wisconsin, ELCA and Office Administrator/Volunteer Coordinator at Christ the King Lutheran Church in Sherwood, WI.  

Jodi holds an Associate Degree in Human Services from Axia College at the University of Phoenix and she also attended Fox Valley Technical College.

sumnichtadmin@sumnicht.com | 920-257-5160