Your Team

Robert Coode
Managing Director, Partner

Professional Experience

Robert has been successfully guiding families and businesses through the complexities of developing, implementing and monitoring their financial plans for over 25 years. As a Registered Investment Advisor, Robert has a fundamental obligation to provide investment and planning advice that always acts in his clients’ best interests.        

Areas of Expertise

  • Financial planning
  • Retirement income planning
  • 401(k), 403(b), 457 retirement plan rollovers
  • Asset allocation and portfolio design
  • Insurance and risk management

Education and Certifications

  • The University of Dayton
  • John Carroll University (Executive Certificate in Financial Planning)

Community Involvement

  • Graduate, Leadership Lake County
  • CYO basketball coach
  • Former Trustee Lake Health Foundation

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