Cody serves as a primary relationship manager and is responsible for the management of client portfolios. He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He specializes in designing investment solutions that reflect clients’ unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for over ten years. Cody is a member of the Stoker Ostler Investment Committee responsible for setting investment policies and strategies for the firm.
Cody is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNERTM professional. He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute. He received a Master of Science degree in Personal Financial Planning and a Bachelor of Business Administration degree in Finance from Texas Tech University.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.