Cody Lippert Email & Phone Number

Cody Lippert

Client Manager at Marsh McLennan | Denver, Colorado, United States

Cody Lippert Socials
About Cody Lippert

Cody Lippert serves as a Client Manager at Marsh McLennan, where he leverages his extensive expertise in retirement plan consulting to empower Plan Sponsors and their employees. With a focus on optimizing retirement plan benefits, Cody collaborates closely with C-level executives and senior leaders to navigate the complexities of both qualified and non-qualified retirement plans. His role involves providing strategic advice on investment and administrative decisions, ensuring that organizations can effectively attract and retain top talent through robust retirement offerings.

Cody's commitment to enhancing long-term financial success for employees is evident in his approach to presenting plan options. He conducts engaging presentations for employee groups, demystifying investment choices, contribution types, and amounts. By fostering a clear understanding of these elements, he equips employees to make informed decisions about their financial futures. Additionally, Cody offers personalized one-on-one investment guidance to plan participants, further solidifying his role as a trusted advisor.

His skill set encompasses a range of competencies critical to the retirement planning landscape, including Safe Harbor compliance, company match analysis, and advanced proficiency in Microsoft Excel. Cody's entrepreneurial spirit and strong communication skills enable him to build effective relationships with clients, while his expertise in pricing strategy and budgeting ensures that retirement plans are both competitive and sustainable. Through his dedication to delivering tangible results, Cody Lippert exemplifies the ideal blend of strategic insight and hands-on support, making a significant impact on the financial well-being of employees and the overall success of the organizations he serves.

Cody Lippert Work
1 experience icon

Client Manager at Marsh McLennan in March 2022 to Present

2 experience icon

Retirement Analyst at Marsh McLennan in April 2020 to March 2022

3 experience icon

Brokerage Investment Professional at Vanguard in August 2018 to April 2020

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Cody Lippert Education

Gonzaga University, Bachelor of Business Administration - BBA, July 2026

Regis Jesuit High School, July 2026

Cody Lippert Skills

Quantitative Finance

Quantitative Analytics

Due Diligence

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About Cody Lippert's Current Company
Frequently Asked Questions about Cody Lippert

What is Cody Lippert email address?

Email Cody Lippert at [email protected]. This email is the most updated Cody Lippert's email found in 2026.

How to contact Cody Lippert?

To contact Cody Lippert send an email to [email protected]. (updated on September 03, 2024)

What company does Cody Lippert work for?

Cody Lippert works for Marsh McLennan

What is Cody Lippert's role at Marsh McLennan?

Cody Lippert is Client Manager

What is Cody Lippert's Phone Number?

Cody Lippert's phone (303) ***-*275

What industry does Cody Lippert work in?

Cody Lippert works in the Financial Services industry.

Cody Lippert Email Addresses

Email Cody Lippert at [email protected]. This email is the most updated Cody Lippert's email found in 2026.

Cody Lippert Phone Numbers

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