Cody Blumenfeld, Staff Accountant

Cody joined the firm is 2025. He earned a bachelor's degree from Drake University majoring in Finance and Management, with a minor in Accounting. Cody is a Financial Advisor with GWN Securities, Inc. and serves as an Investment Advisor Representative for Latitude Advisors, LLC. He also is licensed Life, Health and Annuity Insurance. He is committed to providing personalized service and helping individuals, families and businesses work toward their tax and financial goals.