Cody is a Certified Financial Planner™ dedicated to helping clients confidently navigate the inevitable transitions in life, both planned and unplanned. He focuses specifically on analyzing complex planning strategies, evaluating options and alternatives, and preparing the communication tools to present them to our clients. He aims for clarity in every engagement, tailoring each financial plan to be as clearly understood by the client as it is successful on their behalf.
Born and raised in Tampa, Florida, Cody holds degrees in Finance and Accounting from Florida State University. Prior to joining Atlantic Wealth Partners in 2019, Cody provided financial planning and wealth management services to families with intergenerational wealth a Wealth Management Advisor in Boca Raton, Florida.