Cody is a CERTIFIED FINANCIAL PLANNER™ Professional. He has developed a well-grounded process that will allow him to serve his clients on a broad range of financial planning topics. CFP® Professionals,such as Cody, must master nearly 100 integrated financial planning topics including investment, retirement, estate, tax, and insurance planning along with overall personal financial management. Cody was born and raised on a horse ranch just outside of Missoula, Montana. He is a Montana State University Alumni, where he graduated with Honors in Mathematics. Montana State football enthusiasts may also recall him as their running back several years ago.
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