Cody's focus is putting his clients needs first and providing excellent service to anyone who is looking for financial advice. His goal is to build lifelong client relationships and provide ongoing education to his clients to help them be confident in planning for their financial future.
Cody is a SmartVestor Pro Associate with the Dave Ramsey network. He strives to have the heart of a teacher and walk alongside his clients as they pay off debt and work towards pursuing their financial dreams.
Cody earned his Bachelor's Degree in Economics & Finance, Accounting, and Business Administration from Olivet Nazarene University in 2019. Cody holds the CERTIFIED FINANCIAL PLANNER™ professional designation and the Behavioral Financial Advisor™ designation. He also holds his Series 7 and Series 66 securities registrations, as well as his life and health insurance license.
Cody and his wife, Becky, live in Fort Wayne and are actively involved in their church. When Cody is not in the office he enjoys reading, cooking, and going on walks with Becky and their two dogs.