As an Investment Adviser Representative, Cody helps people redesign their portfolios using math and science with a strong emphasis on risk management and tax-efficient strategies. Cody grew up in Austin, Texas, and graduated from the University of Houston. He is first and foremost husband to the woman of his dreams and recently became a father to daughter Adalene Marie.

If you’d like to set up a call with Cody, please select a day & time that works best for you using this link to his calendar.