Cody Wheeler

Director of Operations, Wealth Manager

Cody joined PlanGroup in 2017 and began as a Client Service Manager. He graduated from Southwestern Oklahoma State University with a degree in Accounting. Cody has since completed his SIE and Series 7, and is now the Registered Representative at the firm. Cody is dedicated to assisting clients with financial plans and reviewing meetings to make sure clients are on track to reach their financial goals.