Broker Check

Our Team

Cody Lewis, ChFC®, CRPC®

Private Wealth Advisor

Cody began his financial services career in 1997 with New England Securities. With his background and experience in risk management, American Express Financial Advisors asked him in 2004 to begin training and leading their advisors on everything from how to build a financial planning practice to helping them and their clients with more advanced planning strategies.

In 2009 Cody started his own firm, Proactive Wealth Concepts. Cody believes his work is much more than working with money! It’s about teamwork and partnerships. Cody believes that a client’s CPA is their most trusted advisor. He focuses on making sure the clients are working hand in hand with their other advisors especially their CPA. As a licensed fiduciary, Cody believes that the client’s needs must absolutely come first, so in 2019, he started his own Registered Investment Proactive Wealth Management

Together with his partner, they have created a unique and propriety process called the CODE®. They believe that there is a CODE® for success that is unique to each of us. By helping their clients crack their CODE® great success can happen! In following this process clients have been able to see significant changes in not just their finances but also their personal lives. The key to understanding the CODE® for any client takes a TEAM and a PARTNERSHIP approach with a determination to make people around them better! Cody holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Cody lives in South Jordan and has six children. During his time off, he enjoys time with his children, workouts at the gym, playing soccer and reading.