Cody Martin Email & Phone Number

As a Senior Wealth Advisor, Cody specializes in crafting comprehensive financial plans that serve as the guiding blueprint for you and your family’s future. With a fiduciary duty to always act in your best interests, he is committed to providing personalized and transparent advice. His approach focuses on understanding your unique goals, dreams, and aspirations to create a tailored financial strategy that aligns with your vision of success. He has also developed a passion for working with small businesses to craft, manage, and service corporate retirement plans. Prior to embarking on a career at SDM, Cody had an exciting career as a professional golfer, playing on various tours in South Africa, Europe, and Canada. He honed his skills on the golf course, learning the importance of dedication, strategic thinking, and attention to detail. He brings those same qualities to help clients navigate the intricacies of wealth management. By leveraging his experiences from his professional golf career, he offers a fresh perspective and a winning mindset to help you achieve financial success. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 SDM Advisors, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.Third party posts do not reflect the views of ValMark Securities or SD Mayer & Associates LLP and have not been approved prior to posting

Listed skills include Microsoft Office, Public Speaking, Time Management, Microsoft Excel, and 12 others.

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  University Of Kentucky

  Marketing