Our Team

Our Team

The people who work here not only have the knowledge and experience to help you pursue your financial goals, but we happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
 

Jody Lease, AIF®

Financial Advisor

As owner, Jody provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. Jody enjoys being part of the small town community that she grew up in, and focuses on the goal of offering a local, independently owned alternative to large, traditional brokerage firms.

Jody earned her BS from Western Washington University. After graduation, she spent time working in Finance roles in the Seattle area. She then began her career as a financial advisor in 2009 when she joined her mother's, Susan Witten’s, investment advisory practice in Burlington, Washington, and took over ownership in 2012.

Designations and registrations

  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 7 and 66 securities registrations
  • Washington State Insurance license

Jody and her husband, Chris, are life-long residents of Northwest Washington. They are happy to be raising their son, Grady, in this beautiful area. Jody is a board member for the Burlington-Edison Alumni Foundation, assisting students to achieve their higher education goals. When not in the office, you will likely find Jody out and about in the area with her family, camping, gardening, or spending time with friends and family.

Becky Jansma

Financial Assistant

Becky joined us in the beginning of April, 2018.  She came to financial world after spending over 10 years working with water quality in Skagit Valley.  Becky was born and raised in the Burlington. She completed her Bachelor's Degree in Social Sciences from Washington State University...Go Cougs!

She is the proud mother of two very active teenagers and an adventurous, college bound step-daugter. In her "free" time she volunteers for the Hospice of the Northwest, plays with her dog, two horses and three mules.  She and her husband love to go for a drive and see where they might end up.

Becky looks forward to being a part of the Commonwealth family!