Earning trust is more difficult and can be more valuable than earning money or wealth. As a Financial Advisor trust is critical to the relationship that we have with our clients. Working together in a relationship around money where we learn and understand the value of what our clients dollars need to accomplish in their life is one of the most important aspects of our business. We understand that circumstances change as life changes and clients need solid, reliable advice and the right team to support you with your financial goals. Whether your goals revolve around your business, retirement income planning, family legacy or philanthropic desires, Codie can confidently guide you through the potential solutions and advisors to help meet your needs. "Anyone who doesn't take the truth seriously in small matters cannot be trusted in large ones either" - Albert Einstein
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
