B.S. in Business Administration with an emphasis in Investment Science & Portfolio Management from University of Nebraska – Omaha in 2010
M.B.A. with concentration in Risk Management from University of Nebraska – Omaha in 2017
CERTIFIED FINANCIAL PLANNER™ since 2019
Securities Exams Passed: Series 7, Series 63, Series 66
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
Cody has worked in the financial planning and wealth management field since 2010. He is an asset to our team and is here to help our clients set goals and succeed in retirement. In addition to his role with our firm he has also been teaching a Financial Planning course at UCLA Extension since 2020.
Cody, his wife Royce, and their three sons live north of Council Bluffs. In 2015 Cody fulfilled a lifelong dream and earned his private pilot’s license. He enjoys an occasional Saturday flying Royce and the kiddos to get a bite to eat.
Always try your hardest, always be your best
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.