Codi S. WelchRegistered Wealth Associate

Codi began working with the team in 2017 as Client Associate. Responsible for providing wide-ranging administrative support, Codi has become known for a resourcefulness and efficiency that is in a class of its own. With a B.A. degree in criminology, she has an unfailing attention to detail, which she combines with a consistently high level of client service.

Codi has a lifelong interest in building strong communities, beginning at the individual level. Her level of dedication is evidenced by the numerous accolades she has earned both at school and on the job.