Cody
Lippert
Retirement Plan Advisor
As a Retirement Plan Advisor based in IMA’s Denver, CO office, Cody serves as an independent fiduciary advisor committed to helping plan sponsors optimize the retirement benefits they offer their workforce. His expertise spans a broad range of plan types, including existing retirement plans, startup plans, nonprofit 403(b) plans, and non-qualified plans.
Cody holds both the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations. He also brings valuable experience from his previous role as a service executive and producer.
Known for his collaborative approach, Cody works closely with fellow IMA colleagues to ensure clients’ assets are well protected—delivering a seamless, elevated broker experience.
Outside the office, Cody enjoys exploring Colorado’s great outdoors, golfing, country dancing, and cheering on Denver’s sports teams.