Cody is a CERTIFIED FINANCIAL PLANNER™ practitioner maintaining series 7, 63, and 66 licenses and is also a licensed life insurance practitioner in life and health. Cody currently holds securities licenses in UT, WA, OR, CA, CO, AK, MT, OK, AZ, ID, NV, VA, MO, NY, and TX. In January of 2013 Cody completed the Experience, Education, and Ethics requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.
In his practice Cody enjoys working with individual investors / families through the financial planning process as well as helping businesses work toward maximizing the potential of their 401K or other retirement plan benefits. He enjoys working with traditional investments as well as solutions integrating Socially Responsible Investing (SRI), and Environmental and Social Governance (ESG) filters.
Prior to joining Raymond James as an independent advisor in 2009, Cody established and operated a branch for Edward Jones in Salt Lake City where he worked as a financial advisor for 4 years. Cody obtained his Bachelor of Business Administration degree with a minor in Psychology from Pacific Lutheran University in Tacoma, WA.
Originally from Seattle, Cody permanently relocated to Salt Lake City in 2004 and has been a resident in the Sugarhouse community of Salt Lake since then. Together, Cody and his two children enjoy soccer, skiing, snow shoeing, running, traveling, cooking, and attending community arts and sporting events.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.