Codey Flickinger, CPA

Codey brings over eight years of extensive experience spanning management consulting, public accounting, and operational planning and execution, with a strong focus on family office services. Most recently, he specialized in the financial services sector, guiding ultra-high-net-worth clients in developing and implementing family office strategies tailored to their unique needs. Prior to joining Sendero^®, Codey worked closely with family office clients, providing expert guidance on risk management, streamlining operational processes, and integrating cutting-edge technology to enhance efficiency and effectiveness.

As Director | SFE Family Office at Sendero^®, Codey collaborates directly with Roy H. Trice, the Partner who is the architect behind Sendero’s Family Office division. Codey is a natural leader and has a passion for helping clients meet their goals. Whether partnering with clients to enhance their existing family office or helping them create a new one, Codey is dedicated to curating customized solutions that consider clients’ total family balance sheet.

Codey is a Veteran of the United States Marine Corps where he served as a Captain. He is a Certified Public Accountant (CPA) and holds a Bachelor of Science in Accounting with a Minor in Informatics from Indiana University. He furthered his education with a Master of Accounting from the University of North Carolina.