Managing Director, Partner
Robert Coode provides financial advisory, wealth, and risk management services for high-net-worth individuals and retirement plans. With over 25 years’ experience as a lead advisor, Robert takes a consultative approach to developing, implementing, and monitoring financial and retirement plans. While he primarily works out of the Cleveland, OH office, Robert’s clients are located throughout the United States.
- Graduate, Leadership Lake County
- CYO basketball coach
- Former Trustee Lake Health Foundation