Cody isn't your typical financial advisor; he's your trusted guide on the path to helping you create a confident and purposeful financial future. With a strong background in finance, Cody's true passion is understanding your unique story and helping you build the life you dream of. He blends his knowledge of the financial world with a genuine empathy, ensuring every plan aligns with what truly matters to you.
Imagine having someone who not only understands numbers but also genuinely cares about your goals and values. That's Cody. He specializes in turning complex financial decisions into clear, straightforward steps, giving you the confidence you need to move forward. His success is built on his dedication to your success, always with the honesty and care you deserve. Cody earned his Bachelor's degree in Economics and Finance from the University of Hartford and is a CFA® charterholder.
When he's not helping clients achieve their aspirations, Cody enjoys spending quality time with his wife and two young kids, experimenting with new recipes on the grill, and getting outdoors for activities like golf and skiing