Cody believes in advocating for our client’s personal and financial goals. Every individual is unique in regards to their relative situation in life. At the heart of servicing and facilitating long term relationships are open conversations and setting clear expectations.
He has first hand experience working with clients in all stages of life and differing financial backgrounds. Cody seeks to understand every client’s situation and work with them to achieve their long term financial goals while maintaining a quality lifestyle and having fun along the way.
- BA Communications, Foster School of Business, University of Washington, 2018
- 2019-2022, Escalated Complaints Case Manager, Wells Fargo
- 2018-2019, Account Manager, Thyssenkrupp Elevator
Cody was born and raised in Seattle. Seeking sunshine and a change of scenery, Cody and his wife Ariel moved to Georgetown, Texas with their Great Dane, Lyla.
He is an 80’s and 90’s BMW enthusiast and loves a project. In an age of automation, technology, and instant gratification, Cody loves to find solutions and understand how everything works.