Cody has spent the past 19 years in the wealth management business, both as an advisor guiding individuals and families, and as a mentor to other successful wealth managers. After almost two decades with Fidelity Investments, he joined Worth Asset Management with a desire to offer boutique fiduciary services. He has a passion for deep relationships and helping his clients through the most critical moments in life. As a Certified Financial Planner since 2013, he provides guidance on areas such as retirement, investments, taxes, insurance, and estate planning.
He takes great pride in his work, but his family is the most important part of his life. Cody and his wife, Ashley, love to travel and stay very busy keeping up with their two young boys, Declan and Davis. He is an avid golfer and loves being outdoors. Cody obtained a Bachelor of Business Administration in Finance from the University of Texas in Austin, and he loves cheering on the Longhorns.