About Jobie...
Jobie Summer is a leading financial advisor with extensive knowledge and experience. A Certified Financial Planner, Certified Estate Planner and Certified Fund Specialist, Jobie holds a Bachelor's Degree from Smith College and a Master's Degree in Education from the University of New Mexico. She has also been awarded the Client Service Award, Outstanding Client Focus Award, and Practice of the Year Award by industry leading corporations.
Jobie has assisted hundreds of clients to grow, protect and preserve
their wealth, ensuring financial security for themselves and future
generations. As an advisor affiliated with Independent Financial Group, she is part of a strong team. Her affiliation with IFG provides her the ability to access a wealth of knowledge while also having the freedom to assist her clients based on their individual needs with no proprietary constraints.
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"Cherish your visions and your dreams as they are the children of your soul; the blue prints of your ultimate achievements."
-- Napoleon Hill (1883-1970) Author of Think and Grow Rich
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Making conscious investment decisions in alignment with core values is a principle that Jobie empowers her clients to understand and implement. Combining her educational background with her ability to get to the true essence of clients' financial needs, Jobie educates her audience by offering radio broadcasts, webcasts and articles for National and International Magazines. A highly respected speaker, she has addressed several investment and financial establishments as well as nonprofit organizations and corporations.
Jobie helps people truly understand their relationship to money and how it affects their well-being. Understanding that financial issues often have an emotional impact, she helps clients feel at peace with their financial decisions. Approaching finances as part of the whole person, she understands the strong connection between health and finances and integrates a healthy mindset into her business model.
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