Jodi Whittaker is a Partner at Sorren, bringing more than 35 years of experience in financial accounting and taxation. A seasoned executive and former Deloitte professional, Jodi has spent her career helping individuals and business owners improve efficiency, profitability, and long-term financial outcomes. Born and raised in Boise, Jodi’s entrepreneurial spirit took root early, starting with a backyard swimming lesson business as a child, and evolved into a passion for empowering others to achieve their own business goals. She specializes in creating financial systems and strategies that streamline operations and maximize value, with a strong background in taxation, budgeting, and cash flow forecasting. Over the years, she has become a trusted advisor to boards, attorneys, and banking partners, known for her collaborative leadership and deep understanding of small and mid-sized businesses. In recent years, Jodi has worked closely with clients approaching retirement, offering personalized tax planning and transition support to help them enter their next chapter with confidence.
Outside of work, Jodi enjoys running, playing tennis, traveling, and spending time with her family. Her daughter and son are her greatest pride and frequent travel companions.
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