Cody is new to our Wealth Management team, starting with the firm about a year ago. He has developed a passion for helping others achieve financial security and plan more efficiently for the future. Cody does this through advising them on which areas to invest—insurance, retirement, taxable investments, etc. His goal is to build relationships with clients and become a trusted advisor to them as well as their family and friends.
In Cody’s prior life, he was a professional golfer. He played in tournaments in many different countries, including Bermuda, Scotland, Spain and South Africa.
University of Kentucky, Bachelors Degree in Marketing
SF Chamber of Commerce
Traveling, golf, ski, wine tasting and watching sports
Played professional golf for four years and lived in South Africa for two years.