Coda Financial Group

Description

At Coda Financial Group, we take great pride in providing our clients with world-class service. Meeting the individual needs of our clients is our chief concern, and we require our employees and our affiliates to abide by the same standard.

Allie Heatwole serves as Practice Administrator for Coda Financial Group. Her main focus is to provide support to the team so they can efficiently deliver the highest quality care and service to our clients.

She has worked with and supported Ed since he began helping people with their finances more than 20 years ago. This lifestyle has fulfilled many of their dreams. First of all, they get to spend their days together helping their clients fulfill their dreams and more recently they have been blessed to have several of their children and spouses helping, also.

Betty serves as the Practice Management Coordinator. She strives to provide the entire team with the support necessary to efficiently provide the best care and service to our clients possible. Working in the highly regulated securities industry, Betty’s attention to detail and advantageous organizational skills help to provide security in carrying out all regulations and compliance.

You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.

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