Robert Coode

Managing Director, Partner
About Robert
Robert Coode has been successfully guiding families and businesses through the complexities of developing, implementing and monitoring their financial plans for over 25 years. As a Registered Investment Advisor, Robert has a fundamental obligation to provide investment and planning advice that always acts in his clients’ best interests.
Community Involvement
- Graduate, Leadership Lake County
- CYO basketball coach
- Former Trustee Lake Health Foundation