Well before making his transition to the financial services industry in 2020, Cody had been using his gifts to help friends and co-workers with budgeting needs. He now works through trusted client conversation to establish the haves and wants of individuals and families. Cody desires to grow with his clients through their personal financial lives, striving to optimize client retirement income through mentorship, academic research, and carefully prepared economics-based strategies.
Cody holds his Life and Health Insurance and Annuities Licenses, and is working towards further licensing to better educate himself and care for his clients.
Cody currently lives in Rossville with his wife Cassie and their four children: Lliam, Theilen, Clara, Raewynne. In his free time, Cody enjoys spending time with his family and friends, playing guitar, mandolin, drums, and piano. He also enjoys leading worship and running sound in his local church.