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. Albert Einstein once said, "Anyone who doesn't take the truth seriously in small matters cannot be trusted in large ones either". Codie's personal financial goals are to spend more quality time with her husband, children, grandchildren while staying physically active, serving in her church and playing with her rescue dogs.