As a Wealth Advisor on our team, Cody specializes in helping clients build wealth and work toward financial goals for their desired futures.

A graduate of Biola University with a bachelor’s degree in pure mathematics and a master’s degree in teaching mathematics, Cody has a technical background that nicely compliments his more than five years of experience within the insurance industry. His professional experience compels him to help ensure clients have proper coverage to protect their assets.

When Cody is not working, he loves spending time with his lovely wife, Kate, who is a professional musician, and his two beautiful rescue cats, Donna and Krazy. He enjoys hiking, reading, cooking and watching movies at the local indie theatre.