Cody is a dedicated financial advisor focused on putting his clients first, offering not just advice but a partnership in achieving their financial goals. With a commitment to building lifelong relationships, Cody prioritizes ongoing education, empowering his clients to navigate their financial futures with confidence.
Cody earned his bachelor’s degree in Economics & Finance, Accounting, and Business Administration from Olivet Nazarene University in 2019. He holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Behavioral Financial Advisor™ designations, reflecting his expertise and dedication to guiding clients toward financial success. Cody also holds his Series 7 and Series 66 securities registrations, as well as his life and health insurance license.
Cody and his wife, Becky, currently live in New Haven and have a daughter named Meredith. In his free time, Cody can be found reading a good book, working on projects around the house, or enjoying time with Becky, Meredith, and their two Beagles, Bute and Harris.
Cody would love to speak with you. Click here to schedule a 20-minute phone call to see how we can help!