Cody Forbush, Wealth Advisor

Credentials

Role on Team

Personal Life and Interests

Cody has worked in the financial planning and wealth management field since 2010. He is an asset to our team and is here to help our clients set goals and succeed in retirement. In addition to his role with our firm he has also been teaching a Financial Planning course at UCLA Extension since 2020. Cody, his wife Royce, and their three sons live north of Council Bluffs. In 2015 Cody fulfilled a lifelong dream and earned his private pilot’s license. He enjoys an occasional Saturday flying Royce and the kiddos to get a bite to eat.

Always try your hardest, always be your best

(a handwritten note in his lunch box from his seven-year-old son Wesley)
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