Cody Wimer


Registered Client Service Associate
Series 7 and 66 registrations; Pennsylvania Life, Accident and Health licenses

Experience:  4 years

Education: Bachelors of Business Administration, Slippery Rock University

Specialty Areas: Client technology support and training; new account services and ongoing client administrative needs, including incoming transfers and distributions.

“When a client begins working with us, I perform the important job of analyzing their financial goals and showing them how to use the tools available to access their account 24/7."