Cody Wheeler

Cody Wheeler

Head of Operations | Wealth Manager
Oklahoma City, Oklahoma, United States

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Work Experience

Baker Asset Management

Financial Advisor, Director of Operations

2020-04-01 - Present

PlanGroup Financial, Inc.

Head of Operations | Wealth Manager

2017-11-01 - Present

Skills

estate planning financial planning employee benefits executive benefits risk management insurance succession planning first generation wealth business retirement plans business sales transactions insurance group benefit plans financial planning tax planning investment services investment management multigeneration wealth private investment opportunities

Languages

No Languages Available