General Info

Cody's commitment to professional education has extended throughout his career. He currently holds many highly respected industry designations. He is a CERTIFIED FINANCIAL PLANNERTM Practitioner as designated by the American College and also holds the Wharton Certificate in Retirement Planning from the Wharton School of Business. Cody's commitment to excellence and dedication to honesty show his focus on providing the highest standard of service. Client Centered Shaun is certified in Social Security from the National Social Security Association, LLC. Having this certification propels him to the top with a vast amount of knowledge and understanding how Social Security and Medicare works.