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Cody Surma

Associate Advisor

Cody began his career with e3 in 2023. He finds immense satisfaction in helping clients plan for a comfortable retirement. He dedicates his time to guiding individuals through personalized income strategies that help alleviate financial stress and empower them to enjoy their golden years.

Cody earned both his bachelor’s and master’s degrees from Webster University, where he also competed as a college golfer. He holds his life and annuity licenses and has passed the SIE®, Series 7 and Series 66 exams, equipping him with the knowledge to craft comprehensive financial solutions. He has a strong affinity for alternative investments and enjoys putting together income plans for clients.

Cody lives in St. Louis with his fiancée, Rylie, and their cat, Ollie. He enjoys golfing, traveling, and working around his house.