As a fiduciary Investment Advisor and experienced retirement planner, Cody helps guide individuals and families who come through SPG’s R.E.T.I.R.E. process. This begins with an answer to critical questions that include: When can I retire? Am I on track? What lifestyle is sustainable once I stop working? How do I have the highest degree of confidence that we’re not going to run out of money, or not worry about it? Cody is an Austin, TX native and he and his wife Patricia are parents to two amazing little girls, Adalene Marie and Sedona Reese. Together, they enjoy traveling and late night movie sessions.

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.