As a Wealth Manager, Cody helps clients achieve financial security by first seeking to understand their goals, then by creating and implementing a comprehensive financial plan with the highest probability of success. His planning process encompasses the financial areas of retirement, investment management, tax strategy, risk management, estate and legacy planning.
Having been in the financial services industry for over 10 years, Cody has gained practical experience in helping people navigate their financial world. Prior to joining Creative Planning, he worked with a national financial services firm as a financial advisor serving clients by creating and implementing comprehensive financial plans and reviewing their progress on an ongoing basis.
Cody earned both his Bachelor of Science in Finance and Master of Business Administration degrees from Missouri State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Cody and his wife Elise have a daughter, Isla, and a baby boy on the way. They enjoy traveling, all things outdoors, Kansas City sports, and spending time with friends and family.