My name is Cody, and I’m a financial planner and SpecialCare planner with over nine years of industry experience. In my position here, I work to create a better life for families and help them develop a lasting legacy. This is done by providing tailored plans and one-on-one advising.
I earned my bachelor’s in investment finance from Texas Tech in 2014 and my ChSNC designation in 2018. My passion for the industry began with an internship during my time in college and continued through graduation as I began my own practice.
I grew up with a brother with special needs, which presented some unique challenges for my family. My parents worked with a financial planner who specialized in helping families like ours. I was inspired by the way he helped us implement strategies and develop a plan that protected our futures. When I started my own practice, I focused on taking a holistic approach to financial planning. Soon, I was able to dive into the complexities that come with special needs planning. I’m proud to use that experience and help families navigate these challenges today.
When working together, you’ll find that no question is off the table. I am fully committed to your plan and addressing every concern you have regarding your wealth. Growing your confidence and understanding is my top priority, and we’ll work closely together to make it happen.
I live in Colony, Texas with my wife, Sara, and our two children, Avery and Cooper. Family is the most important thing to me, and I strive every day to be the best husband and dad possible. My family and I enjoy getting outdoors as much as we can. At any given time, you’ll find us hiking, camping, playing sports or relaxing on the lake. I am also an active committee member for The Arc of Texas, an organization dedicated to advocating on behalf of those with intellectual and developmental disabilities.