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Cody Cassidy, CFP®

Advisor

Cody Cassidy, CFP® is a Senior Financial Planner at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients.

Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and finance. He earned his undergrad and graduate degrees from the University of Arizona, and is a proud member of the Wildcat family. By far the most rewarding part of his career has been to join TCI and have the opportunity to help people achieve their life goals.

Cody is passionate about his family, his life and his work. He enjoys spending time with his wife, Ava Clare, and their son. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.

Get in touch with Cody Cassidy, CFP®

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

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Cody Cassidy, CFP®

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Client Service

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Robert Swift

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Simone Gehner, LL.M

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Advisors