Senior Planner
Cody Caldwell
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Dallas Baptist University
MBA – Accounting, Dallas Baptist University
Previous Experience:
Cody gained experience in tax and accounting at Northrop Grumman Corporation and Saville, Dodgen & Co, but he will tell you that his career really began at Moss, Luse & Womble, LLC. In his tenure at MLW that began in 2019, he has worked four roles while completing the requirements to become a Certified Public Accountant and a CFP® professional. In that time, his experience includes working closely with clients across the country and from a variety of dental specialties.
Family Life:
Cody and his wife have a dog named Hank, six backyard chickens, and recently adopted their first child.
Outside the Office, You’ll Find Him:
Whether it’s weekends at the lake, vacations to remote destinations, or happy hour at an outdoor patio, Cody lives for the outdoors. He also enjoys reading, watching football, and spending time with his friends and his wife.
Something Most People Don’t Know:
In college, Cody competed on a national and global level in the sport of jump rope. He attended events and competitions in France, Portugal, Germany, and the USA during his jump rope career.
Words of Wisdom:
“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry