Chief Operations Officer
Bobbi@InnoviaWealth.com
616-410-7425
Since joining Innovia Wealth predecessor Strategies Wealth Advisors as VP of Operations in 2021, Bobbi Jo has brought her comprehensive experience in accounting, finance, business operations, and entrepreneurship to the team. She combines her financial and operational expertise with a passion for helping others.
Bobbi Jo previously was an owner of an engineering design firm in Grand Rapids, Michigan. where she improved operations through enhanced workflow, project management, and competitive bidding. The company gained national recognition and Bobbi Jo was personally honored by MetalForming magazine as a Woman of Excellence.
In addition to earning a Bachelor of Arts and a master’s degree in Accounting from Davenport University, Bobbi Jo has completed extensive leadership and business training, contributing to both career and community successes. Her volunteerism extends to projects serving lower income families, people with disabilities, the elderly, and educational initiatives.
Bobbi Jo resides in Rockford, Michigan with her husband, Will, and two sons, Brad 21 and Jonny 17. She enjoys family time including entertaining, cooking, attending sporting events and spending time on the water.