5 /5 Amanda G Cooper: Working with Cody has been an absolute blessing. As someone who’s new to the world of investing, I was admittedly overwhelmed and unsure where to begin, but Cody immediately put me at ease. What sets Cody apart is not just his deep knowledge of financial planning, but his incredible kindness, patience, and genuine care for his clients. He always makes time for my questions and explains things in a way that’s easy to understand. You never feel rushed or like "just another client." Cody truly listens and invests in people, not just portfolios.
During a very difficult time in my life, Cody asked if he could pray for me before our meeting, and that moment of compassion speaks volumes about who he is—not just as a professional, but as a human being.
Cody loves the Lord, leads with character and genuinely wants the best for those he serves. If youre looking for someone who is trustworthy, knowledgeable, compassionate, and grounded in integrity, look no further. I would recommend Cody to anyone and everyone without hesitation. Truly top-notch in every way. I now fully understand why he was so highly recommended!