Codi Koxlien

Operations Specialist / Associate Financial Advisor

Codi began her career in the financial services industry in 2006 and has set a foundation of building trust and long-lasting relationships between clients and firms she has worked with throughout her career. Codi has accomplished this by setting high standards and expectations to meet each goal set by advisors and clients in a timely manner, while upholding the integrity and values of the company. Codi is married to Pete and together they have two daughters, Kassidy and Taytum. In her free time she enjoys spending time with her family and friends in Wisconsin’s north woods on Nelson Lake.