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Our Qualifications

Cody's commitment to professional education has extended throughout his career. He currently holds many highly respected industry designations. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner as designated by the American College and also holds the Wharton Certificate in Retirement Planning from the Wharton School of Business. Cody's commitment to excellence and dedication to honesty show his focus on providing the highest standard of service.

Client Centered

Jacob Moeder is a 2020 graduate from Kansas State University with a degree in Personal Financial Planning. This program is CFP(R) certified, meaning he will be eligible to sit for the exam upon completion of the degree. He has recently passed his series 7, Series 66, and is licensed in Life and Health. Jacob has interned here for two years before joining our team full time. That experience has allowed him to grow and familiarize himself with our office and clientele. He is an integral part of our team and can answer many questions you may have.

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