Cody Reaves

Think of Cody as the client's financial coach, here to provide them with perspective, peace of mind, and confidence in their future. Perhaps it’s a real estate investment or coming up with a plan for the sale of private stock. Cody is there every step of the way, applying the firm’s collective expertise and his own analysis to find solutions that will work best for the clients, their families, and their business. During times of market turbulence, Cody works with the investment team to provide them with the necessary guidance and perspective. It’s a relationship meant to last.

He holds a CERTIFIED FINANCIAL PLANNER™ certification and a B.A. in Finance and Entrepreneurship from Washington State University.