Meet Our Team

Jodi Phillips

Executive Vice President of Operations

Since 2016, Jodi has been spearheading various firmwide initiatives as the Director of Client Services for Capital Wealth Planning. Her ability to effectively manage dynamic projects and responsibilities enables her to juggle multiple priorities at the CWP home office, including the most important – engaging with and helping Capital Wealth Planning clients.

Prior to working with CWP, Jodi was an office manager for more than 13 years for Lee Supply Corporation in Indianapolis, Indiana. Giving back is important to Jodi, and she has been consistently involved in her community working as an administrative professional for the United Way of Central Indiana for three years. For the past nine years, Jodi has been the community campaign manager for the United Way of Lee, Hendry, Glades, and Okeechobee counties in Fort Myers, Florida.

Phone: 239-330-4188
Cell: 317-308-1603

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales