Cody has spent the last 16 years serving clients in the financial services industry. He has a Bachelor's degree with majors in finance and entrepreneurship and a Master of Business Administration from Wichita State University. He grew up on a farm southwest of Wichita, and first wanted to be a financial advisor at age 8 when he learned about compound interest. He opened his first Roth IRA at age 15 and has been encouraging others to do the same ever since. He has obtained the Certified Financial PlannerTM designation and is a past qualifier for the Million Dollar Round Table*.
Cody has the experience and education to help his clients strive to grow, preserve and monetize their assets. Building wealth isn't just about adding additional zero's to your 401(k). Cody focuses on goals based financial planning with the objective of creating a comfortable retirement while creating tax wise and efficient income planning.
Cody helps families, individuals and business owners pursue these goals. Focusing on 401(k) rollovers, setting up retirement plans, college savings plans, or income planning, Cody can help you make the most of your financial goals.
* Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.