Cody Richardson

I am a passionate and dedicated financial planning professional with years of experience in the industry. My journey in financial planning has been driven by a deep commitment to helping individuals and families navigate their financial goals with confidence and clarity. With a blend of technical expertise and a client-centric approach, I specialize in crafting customized financial strategies tailored to meet each client's unique needs and aspirations.

My career in financial planning has been characterized by a relentless pursuit of excellence and a genuine desire to make a positive impact in the lives of my clients. Whether it's retirement planning, investment management, estate planning, or risk management, I thrive on delivering comprehensive solutions that empower my clients to achieve their financial objectives and live fulfilling lives.

I believe in the power of education and empowerment when it comes to financial decision-making. As a trusted advisor, I prioritize transparency, open communication, and ongoing education to ensure my clients feel confident and informed every step of the way. By fostering long-term relationships built on trust, integrity, and mutual respect, I strive to be a trusted partner in my clients' financial journeys.

Beyond my professional endeavors, I am deeply committed to giving back to my community and staying actively engaged in industry developments and best practices. I am always eager to connect with like-minded professionals, clients, and colleagues who share a passion for financial planning and making a positive difference in people's lives.

Let's connect and explore how I can help you achieve your financial goals and aspirations.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.