Cody Warren

Cody Warren, CPA, CFP®, currently serves as Vice President and Wealth Advisor at Sequoia Financial Group, a position held since April 2025, where responsibilities include ensuring client satisfaction and providing integrated wealth management services across various financial disciplines. Prior to this role, Cody was Director of Financial Planning and Senior Integrated Wealth Advisor at Carlson Capital Management and held significant positions at Wells Fargo Private Bank, U.S. Bank, Accredited Investors Inc.®, and Wells Fargo, with foundational experience as a Tax Accountant and Tax Associate. Cody holds a Master of Business Taxation from the UMN Carlson School of Management and a Bachelor of Arts in Accounting and Religion from Augsburg University.