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Cody’s experience in financial services dates to 2013. He served at Transamerica in roles including internal and external wholesaler, before joining TruStage™ in spring of 2021. He earned a bachelor’s degree in Japanese language and culture.
Cody is an avid Japanese martial arts practitioner and former instructor. His decades of training included living and learning in Japan. He’s also an actively involved father to two children: a young fencer and a young dancer.
Cody’s goals when working with financial professionals are helping them grow their businesses, saving them time and making their lives easier, using a consultative, listening-first approach.
- Securities Registered with FINRA®
- Holds Series 6 and 63 Registrations
- Behavioral Finance AdviceTM (BFA™)
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