Managing Partner, Wealth Advisor
Cody is a Managing Partner and Wealth Advisor of Arrowhead Wealth Partners. He focuses on partnering with families and business owners who are dedicated to investing in their future and for the generations to follow. This focus allows for his clients to work towards the vision of attaining generational wealth in addition to their personal financial needs of the present.
Cody Graduated from The University of Nebraska-Lincoln with a Bachelor's Degree in Finance. He began his career in the Financial Services Industry in 2015. Throughout his career he has obtained the ACREDITED ASSET MANAGEMENT SPECIALIST (AAMS) certification. Cody holds his series 7 and 66 licenses through LPL Financial and is insurance licensed, as well.
Cody is originally from Omaha, Nebraska, moving to Phoenix with his Wife and two dogs in 2018. Cody's passions include, visiting with family, golfing, and spending time outdoors.