With almost 10 years in the financial services industry, Cody is a Partner and Senior Wealth Advisor at Summit Financial. As one of the lead advisors servicing the client base of the firm, he orchestrates multiple aspects of the client experience. Cody believes if a client must think twice about a financial decision, they should be giving him a call. Amongst his clients he is known for going above and beyond and delivering a holistic, personal approach to help Summit’s clients pursue a work optional lifestyle.
He graduated Magna Cum Laude from California State University, Northridge with a bachelor's degree in business and finance. He holds the Certified Exit Planning Advisor (CEPA®), and Accredited Investment Fiduciary (AIF®) designations and has a California Insurance License. He is also a registered representative and offers securities through, Triad Advisors LLC. - Member FINRA/SIPC.
Cody played Division 1 collegiate baseball, and when not in the office enjoys rooting for any of the major LA sports team, most notably the Dodgers. Cody married his high school sweetheart, Sophie, and they enjoy spending time outdoors.