Director, Client Services
Think of Cody as your financial coach, here to provide you with perspective, peace of mind and confidence in your future. Perhaps it’s a real estate investment or coming up with a plan for the sale of private stock. Cody is there every step of the way, applying our firm’s collective expertise and his own analysis to find solutions that will work best for you, your family and your business. During times of market turbulence, Cody works with our investment team to provide you with necessary guidance and perspective. It’s a relationship meant to last.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Finance and Entrepreneurship
Washington State University
Community and Industry Affiliations
- Financial Planning Association of Puget Sound