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Jodie R. O’Malley

Tax and Family Office Services Specialist


Jodie R. O’Malley has over twenty years of experience in the financial services industry.

She provides tax and financial planning services for clients.  She manages the workflow of 1040s, from data collection to delivery of returns. Ms. O’Malley also reviews 1040 tax returns and quarterly individual income tax projections.  She is also the firm's internal accountant.

Prior to joining Western Reserve Trust Co., she worked at the law firm of Perry & Karnatz, LLC, and at a local public accounting firm where she performed accounting and tax services for small businesses and individuals.

Ms. O’Malley received a Bachelor of Science in Accounting degree from Quincy University in 1993. She and her husband, Patrick, live in Avon with their three children.

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