Cody Rickaway is a dedicated financial professional who takes a goal-oriented approach to his clients’ financial lives. He understands that each client is completely unique—and as such, their financial plan should also be entirely customized to fit their needs and life situation. A central part of Cody’s work is helping his clients expand their financial understanding, enabling them to make wise financial decisions to accomplish their goals.
By working closely with his clients, Cody exercises great compassion and proactive support in tending to their needs. He enjoys getting to know the individuals and families that trust Innovative Retirement with their wealth complexities, and he strives to provide an unmatched level of service.
Outside of work, Cody enjoys spending time with his wife Casey, their dog Lambeau and his family and friends. He loves to golf, travel, read, exercise, barbecue and experience the great outdoors. You can also find Cody watching sports—and rooting for his favorite team, the Green Bay Packers.
Dual Bachelor’s Degree in Finance & Accounting - University of Wisconsin La Crosse
Greg Gunderson's philosophy is simple. He’s always said: "Your financial needs are my priority." As such, he is passionate about helping his clients achieve their goals and dreams. Greg works with those looking for a trusted professional to assist them with their wealth objectives and plan implementation. Greg always provides ongoing communication as part of his commitment to client-centric service.
Having been in the financial services and insurance industry since 1983, Greg brings key insight to serve his clients as well as a refined personalized approach. He offers confidential, needs-based planning with regular follow-up and the kind of support that instills meaningful clarity in his clients' lives.
Greg is a Registered Representative and holds the series 6 and 63 licenses. He received his BA in marketing with a minor in business from Texas Lutheran University.
Greg has been married for 25 years. He has one daughter, two step children and 2 two grandkids. Outside of work, he’s a sports fanatic and loves following the Green Bay Packers and playing golf. Greg is also a member of the Peace Lutheran Church and is on the Upbring Golf Committee.
The heart of Carol’s work at Innovative Retirement lies in supporting her work family while creating a welcoming experience for every client. Carol works diligently to organize the many moving pieces of the firm, from coordinating clients’ needs and events to taking care of the small details that enable the team to provide excellent support to their clients.
Carol brings a depth of experience to her role. She’s worked in various capacities, the majority of her experience coming from HR and benefits roles. Previously, Carol worked for Grunderson Financial Services; her other jobs span from retail management and church administrative support to airplane assembly facilities. Carol’s diverse roles lend themselves well to the many hats she wears at Innovative Retirement.
Outside of work, Carol enjoys cooking, reading, music and going on walks. She also loves to spend time with her family and pets.
Robin is instrumental to the inner workings of the firm, connecting clients with Cody and ensuring they have everything they need on their financial journey. Robin enjoys genuinely getting to know the individuals and families that Innovative Retirement serves and helping them move towards a secure future.
Before joining the team, Robin held positions across various industries, including warehouse administration and management. As a warehouse manager, Robin was recognized for his personable and compassionate attributes, always putting the needs of others at the forefront of his work. These skills and experiences combine to make Robin a truly invaluable part of the Innovative Retirement team.
When he’s not in the office, Robin’s hobbies include golfing and physical exercise, such as weightlifting, running and bike riding. He loves to barbecue and enjoys bringing his family together. Robin has been married to his wife, Joan, who he absolutely adores, for the past 35 years. They love going out to eat and spending time with their two sons and their wives, who Joan and Robin love. They look forward, hopefully, to someday seeing what great parents they all will be.
Heather is passionate about seeing the firm’s clients reach their investment and retirement goals. Through high-touch service, Heather goes above and beyond to take care of the many individuals and families that make up the Innovative Retirement clientele. She works closely with each client regarding any questions they have and takes great care to carry out any account changes they need.
Given her Series 7, 9 & 10, 24 and 66 licenses, she is equipped to answer specific questions or concerns you may have about your accounts. Heather’s insight lends itself to providing the highest level of detail and comfort to clients.
Before joining the Innovative Retirement team, Heather worked at Raymond James & Associates for a decade. When she first started out, she assumed the role of receptionist but through diligence, Heather is now a Registered Sales Associate.
Outside of work, she enjoys spending time with her family and friends. Heather and her husband have two boys ages 7 and 3—you can find them keeping their parents active and on their toes. Heather also enjoys cooking, arts and crafts, music, dancing and traveling.