Our Team Cody Lewis, CRPC® Private Wealth Advisor [email protected] Cody began his financial services career in 1997 with New England Securities. With his background and experience in risk management, American Express Financial Advisors asked him in 2004 to begin training and leading their advisors on everything from how to build a financial planning practice to helping them and their clients with more advanced planning strategies.In 2009 Cody started his own firm, Proactive Wealth Concepts. Cody believes his work is much more than working with money! It’s about teamwork and partnerships. Cody believes that a client’s CPA is their most trusted advisor. He focuses on making sure the clients are working hand in hand with their other advisors especially their CPA. As a licensed fiduciary, Cody believes that the client’s needs must absolutely come first.Together with his partner, they have created a unique and propriety process called the CODE®. They believe that there is a CODE® for success that is unique to each of us. By helping their clients crack their CODE® great success can happen! In following this process clients have been able to see significant changes in not just their finances but also their personal lives. The key to understanding the CODE® for any client takes a TEAM and a PARTNERSHIP approach with a determination to make people around them better! Cody holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Cody lives in South Jordan and has six children. During his time off, he enjoys time with his children, workouts at the gym, playing soccer and reading. Kathie Suthaso, CPA [email protected] Kathie brings more than fifteen years of diverse financial and business consulting experience. Kathie earned her Bachelor of Economics degree from George Mason University, Fairfax, Virginia and her Masters of Economics degree from the University of California-Berkeley, Berkeley, California. Kathie is dedicated to helping clients achieve business success by helping them establish practical and sound tax and financial processes. She is committed to delivering tax and financial services that meet each client’s unique objectives. Kathie has expertise in providing comprehensive accounting services, including compilations, cost analysis and payroll tax reports. Kathie was born and raised in Falls Church, Virginia. Prior to relocating to Utah, Kathie spent eleven years in San Francisco. During her time off, she enjoys hiking, kayaking, going to movies and live performances and reading.