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Cody Boekestyn has a strong background in the financial industry, with experience in companies such as Obsidian Financial and Planswell. Cody has worked in various roles such as Financial Advisor, Senior Account Manager, Director of Sales Marketing, and Account Manager. Cody is knowledgeable in sales processes and customer experience, and is dedicated to helping individuals and families feel empowered in their financial decisions. With a Bachelor of Science degree in Physics from The University of British Columbia, Cody brings analytical skills and a strategic mindset to their work.