With a natural bent toward problem solving, Cody oversees the investment side of the business, managing clients’ assets with strategic precision. He loves the creative aspect of developing a portfolio, pulling together all a client’s resources to help them accomplish their goals in the most efficient way possible. More than that, though, he appreciates the relationships that come with the process and the impact he gets to make in his clients’ lives—learning what truly matters to them, prioritizing their goals, and finding a way to make their dreams a reality.
Cody is passionate about serving young professionals and families and up-and-coming entrepreneurs. He is skilled at recognizing their potential and helping them develop a growth plan so they can maximize their opportunities early in life. As the co-owner of a veterinary clinic, he brings unique expertise to the table for entrepreneurs. His goal is to provide valuable insight early in the business cycle so they can establish strong businesses with well-thought-out plans.
Cody serves as a personal financial partner for his clients, sitting on their side of the table and helping them see clearly how each strategy relates to their vision of a great life. He has a knack for simplifying the planning process, and he ensures his clients feel comfortable making informed, strategic decisions. He has committed to guiding every client as if they were his own parents—with utmost integrity and a genuine desire to see them succeed.
Bachelor of Science in Biomedical Sciences – Colorado State University
Master of Business Administration – University of Maryland, Global Campus
Series 7
Series 63
Series 65
Life and Health
Ducks Unlimited, Inc. – Member
American Diabetes Association Community Leadership Board– past Board Member
Cody grew up in Colorado, where he met his wife Jennifer in 2008. When she received a veterinary internship in Louisiana in 2013, they packed up their home in Colorado, drove two U-hauls across the country (right through the infamous F5 tornado that hit Moore, Oklahoma), moved into a rental home, and got married—all within 10 days. In 2016, they purchased half the vet clinic, and in 2018, bought the entire business. Today, they have three kids—Kinley, Everett, and Rory—and their days are filled with dance lessons, soccer practice, and the beautiful chaos of family life.
Cody’s wife affectionately describes him as “Martha Stewart with a Y chromosome”—he loves gardening and tending to his plants, and he is fascinated by hummingbirds. He is also an avid hunter (often accompanied by his dog, Teal), which is how he met PJ, who was in the same chapter of Ducks Unlimited. Cody has a special passion for flyfishing, and he enjoys taking annual trips to places like Cuba, the Bahamas, and the Caribbean to fish.
We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.
634 Village Lane North, Suite 201
Mandeville, LA 70471