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Cody Murray, CFP®

Financial Advisor

Cody Murray is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor’s in Accounting and an MBA from Oklahoma State University. Cody works closely with dentists to build and implement comprehensive financial plans. His extensive financial background includes portfolio management, debt management, tax strategy, accounting, retirement planning, and insurance analysis. With several years of experience providing fiduciary planning services, Cody brings perspective that allows him to deliver advice based on a holistic view of a dentist’s financial profile.