Senior Integrated Wealth Manager
Kody Sherlund, CFP® joined Heritage Wealth Architects in 2017. In his position as Senior Integrated Wealth Manager, he connects the various disciplines of financial planning to build and manage clients’ plans with painstaking detail and commitment. In doing so, Kody strives to provide holistic, objective advice to help clients achieve their highest potential. As a practicing CERTIFIED FINANCIAL PLANNER™, he abides by the highest duty of care as a fiduciary. Kody a graduate of Virginia Tech, where he earned a Bachelor of Science in Applied Economic Management with a minor in Business. He also completed the CFP® education curriculum at Va. Tech. Kody lives in Saint Paul, where he and his fiancée enjoy cycling, playing sports, exploring the craft beer scene, and spending time outdoors year-round.