Cody Bangerter

Cody Bangerter joined the team as a Client Operations Specialist following a successful internship in 2025. In his role, he coordinates behind-the-scenes tasks and actions that support our clients. This includes setting up accounts, preparing compliance documents, serving as a liaison between different teams within the firm, and assisting in servicing client accounts. 

Cody believes that putting the client’s needs first is essential to effective asset management and financial planning. All people are different and deserve a tailored service experience. This approach allows him to support each client in a unique way and meet their individual needs. 

Cody defines success in his role by positive client interactions. He knows that when he can simplify complex situations and provide clients with upstanding service and trust, he is accomplishing his role. 

Cody earned his Bachelor’s degree in Finance with a minor in Financial Planning from Brigham Young University – Idaho. He began his career in finance within the banking industry before transitioning to wealth management through his internship at the firm in early 2025. During that time, he contributed to the team by assisting with daily operations, client meetings, and internal projects. 

While in college, Cody participated in the Wealth Management Society and served as the vice president during his final semester. In that role, he coordinated society activities and served as the primary liaison for new members. 

Outside of the office, Cody enjoys spending time with his wife, Mallory. They have been married since 2022. They are active in their church and have served in various roles, from community outreach and missionary service to teaching Sunday school for high school students. He also enjoys cooking and experimenting with new recipes from different cultures.