Cody W Roulier
Wealth Manager, Financial Planner
Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
I work with clients long term, to create a plan and help them make smart, well-educated decisions that strive to positively impact their goals. I help my clients implement individually tailored sound processes depending upon their unique situations. I’ve been a financial planner and wealth advisor since 2004.