Cody Schaefer, CFP®

Cody was raised in Dodge Center, MN, where his journey toward fostering meaningful connections with families began. His commitment involves delving into their unique stories and crafting meticulous plans to realize their aspirations.

With over 8 years of experience in the finance industry, Cody stands as a seasoned professional. A proud graduate of Winona State University, he holds a bachelor's degree in finance with a minor in accounting. Furthermore, Cody has met the CFP board’s educational, experience, examinations, and ethical requirements and has committed to providing financial planning services that adhere to CFP board standards of excellence.

Beyond financial planning, Cody’s life is enriched by his wife, Lexi. In his free time, he engages in diverse activities, from playing basketball and softball to enjoying a round of golf. Adding to this vibrant mix is his cherished companion, Niko the dog.

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