Cody has been providing wealth management for high-net-worth families and small business owners for over ten years. He specializes in designing investment strategies that integrate with other facets of a client’s comprehensive financial plan including income tax, retirement, estate, and risk management needs. Prior to joining Capital Investment Counsel, Cody served as the Senior Financial Planner and Portfolio Manager for a Scottsdale Registered Investment Advisor and also served as a Portfolio Manager for Broadway National Bank in San Antonio, Texas.
Cody is a Chartered Financial Analyst® (CFA®) charter holder and is also a Certified Financial Planner™ professional. He is a member of the CFA Institute, Phoenix CFA Society, and Financial Planning Association. Cody earned a Master of Science degree in Personal Financial Planning and a Bachelor of Business Administration degree in Finance from Texas Tech University.
Cody has volunteered with the Pancreatic Cancer Action Network. He is an avid fly fisherman and enjoys hiking, camping, and playing golf.
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