Meet Our Instructors
Instructors are experienced professionals with CFP® certifications, CPA, CLU, ChFC, CFP or J.D. designations.
John Comer, CFP®
John Comer, CFP® helps consumers identify, plan for and achieve their financial goals. Also, he speaks and writes to enhance the financial capabilities of consumers and the communication skills of financial professionals. Retirement Planning is a special interest for John but he has also taught all or part of Investments, Financial Planning and Insurance, Estate Planning and the Capstone class as well. He has been an adjunct professor in several local programs since 2005. John was awarded FPA’s Heart of Financial Planning Award, FPA-MN’s Distinguished Service Award and Best Prep’s Service Award for his work to enhance consumer financial capabilities. He has been involved in many efforts to enhance financial capability in the Twin Cities and around the country. John’s specialties include financial planning, retirement planning, speaking and writing.
Jeffrey A. Drayton, CFP®, CDFA®
Jeffrey A. Drayton, is President and Founder of Jeffrey A. Drayton Financial Group, Inc., a NAPFA listed Fee-Only Registered Investment Advisory firm. He works with clients from a wide range of backgrounds and income levels, specializing in a holistic approach to their financial planning and wealth management needs.
Mr. Drayton is active in both the National Association of Personal Financial Advisors (NAPFA) and the Minnesota Chapter of the Financial Planning Association (FPA). He holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED DIVORCE FINANCIAL ANALYST™ designations. He appears in a bi-monthly vlog and has been quoted in Kiplinger and MoneyTalksNews.
Nathan Faith, CFP®
Nathan has been providing investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC and a Registered Representative of Valmark Securities, Inc. since 2010. He specializes in accumulation, distribution and tax planning, and he assists clients within the realm of financial planning to include investment and money management, estate planning, tax planning, and risk and debt management. Nathan utilizes tools such as WealthNAVTM to illustrate strategies and simplify concepts for clients to make better short- and long-term decisions, and he prepares and reviews tax returns for many of the firm’s clients. By having worked with many clients in different phases of their careers and lives, Nathan has expanded his competencies and is able to flatten the learning curve for his clients by making complex ideas easy to understand. Nathan previously was a member of the Minnesota Army National Guard and was deployed to Iraq with the “Red Bull” brigade in 2006-2007.
Cody Warren, CFP®, CPA
Cody Warren is a Senior Integrated Wealth Advisor and the Director of Financial Planning at Carlson Capital Management. In his role as a Senior Advisor, Cody partners with clients and their families, providing the firm’s fully integrated wealth management experience, including investment management, retirement modeling, estate and educational planning and all other aspects of general financial planning and client care. In this role, Cody also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis. As the Director of Financial Planning, Cody is responsible for training and developing advisors and paraplanners in all areas of financial planning and for driving a consistent, high quality client experience across the firm.
Cody joined CCM with nearly five years of experience in corporate tax and seven years in financial planning. Most recently, he served as a senior wealth planner at a large wealth management firm where he led comprehensive planning strategies for high net worth and ultra-high net worth individuals and families. In this work, he delivered integrated and multigenerational wealth planning related to cash flow, income tax planning, executive compensation, and estate planning based on a thorough understanding of their personal values, wealth transfer and charitable goals, and vision for their legacy.
Cody received his Bachelor of Arts degree, magna cum laude, from Augsburg University in accounting and religion. He went on to earn a Master in Business Taxation degree from the University of Minnesota’s Carlson School of Management and a Certificate in Financial Planning from Boston University. Cody is a Certified Public Accountant (CPA) and holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. He is also a member of the American Institute of Certified Public Accountants and Minnesota Society of CPAs.
Cody is an active volunteer, serving on the board of Northfield Shares, as a BestPrep classroom volunteer, and as President of his church’s council. He is also an instructor in the Certified Financial Planner (CFP®) program at Minnesota State University – Mankato.
Cody grew up near Madison, Wisconsin, and now lives in Rosemount, Minnesota, with his two children. Outside of his time at CCM, Cody enjoys the multitude of family activities, crafting holiday meals, Excel spreadsheets, and pretending to golf.
Josh Wolberg, MBA, CFP®
Josh Wolberg, MBA, CFP®, RICP® is a CFP® professional and is the President of Great River Financial in Golden Valley, MN. He earned a BS in Computer Science from South Dakota State University and an MBA in Finance from the Carlson School of Management at the University of Minnesota – Twin Cities. Josh is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. In addition to working full-time as a CFP® practitioner, Josh has a passion for lifelong learning and teaching. He is a veracious listener of non-fiction audiobooks and teaches CFP® preparation courses for Minnesota State University - Mankato and Dalton Education. Josh enjoys volunteering to teach personal finance fundamentals at local high schools.
