Cody W. Roulier, CMFC, CPFA
Wealth Manager, LPL Financial Planner
Since 2004 I have been pursuing my passion as a financial planner and wealth advisor. I thoroughly enjoy working with clients and helping them make smart, well-educated decisions that strive to positively impact their goals.
I believe that each client’s situation is unique so your financial plan should be individually tailored to fit your needs. Regardless of your life stage, income or goals, I can create a financial roadmap to manage your short-term goals, long-term aspirations and work toward meeting your financial targets.
In my free time I love exploring the outdoors, trying new wines and spending time with my two sons.
I look forward to working with you.