Tobey J Mahon - Edward Jones

Wealth Strategies Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Nicholas G. Bode serves as a First Vice President in Wealth Management at UBS Financial Services Inc. in Fort Collins, CO. With over 14 years of experience, he specializes in wealth planning strategies including retirement and estate planning, drawing on a strong foundation built from his education at Colorado State University and previous roles in renowned financial institutions. UBS Financial Services Inc. is a leading global wealth manager, dedicated to helping clients navigate their financial lives through a strategic approach that emphasizes liquidity, longevity, and legacy. The firm has a storied history of resilience and expertise, continuously adapting to market challenges while supporting clients in pursuing their financial goals. Generated from the website