Cody Heins,

As managing partner at Arrowhead Wealth Partners, my primary responsibilities include client servicing, investment management, and financial planning. With over eight years of experience in the financial services industry, I have had the opportunity to work with a diverse range of clients, helping them pursue their financial goals.

Before joining Arrowhead Wealth Partners, I worked at Edward Jones, where I gained invaluable experience and insights into the financial planning process. Over the course of my career, I have obtained several key designations, including the Certified Financial Planner^® (CFP^®) certification, Accredited Asset Management Specialist® (AAMS^®), and Certified Plan Fiduciary Advisor® (CPFA^®). These certifications reflect my commitment to providing high level of service and expertise to my clients. I also hold a bachelor's degree in finance from the University of Nebraska at Lincoln, which laid the foundation for my career in financial services.

My motivations are deeply rooted in my clients, my family and my business partners. I am driven by the desire to see my clients succeed and to provide them with the confidence that they can pursue their financial goals through proper planning. One of the aspects I enjoy most about my job is the ability to run the business in a way that I believe is most beneficial for my clients. It’s incredibly fulfilling to put them in the best position possible to succeed financially.

Originally from Omaha, Nebraska, I now reside in Anthem, Arizona, with my wife and son. In my free time, I enjoy golfing, attending car shows and spending quality time with my family.