Cody Warren

Cody Warren, CPA, CFP®, currently serves as the Director of Financial Planning and Senior Integrated Wealth Advisor at Carlson Capital Management since July 2021, focusing on client satisfaction and comprehensive wealth management solutions. Previously, Cody held positions as a Senior Wealth Planner at Wells Fargo Private Bank from May 2018 to July 2021, a Personal Trust Officer at U.S. Bank from June 2017 to May 2018, a Wealth Manager at Accredited Investors Inc.® from October 2014 to June 2017, a Tax Accountant at Wells Fargo from December 2010 to October 2014, and a Tax Associate at Grant Thornton from December 2009 to December 2010. Cody holds a Master of Business Taxation in Taxation from the University of Minnesota - Carlson School of Management and a Bachelor of Arts in Accounting & Religion from Augsburg University.