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Senior Planner

Cody Caldwell


Certified Public Accountant (CPA)
Investment Advisor Representative (IAR)
BBA – Finance, Texas Tech University
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 four years with the firm, 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 Bonnie have a dog named Hank and hope to add several backyard chickens to their pet family in the near future.

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

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