Co-Founder, Financial Advisor, AIF®, CEPA
Cody holds the Certified Exit Planning Advisor (CEPA) and Accredited Investment Fiduciary® (AIF®) designations. When working with business owners specifically, the CEPA designation gives him a more in-depth understanding of the challenges and opportunities an owner will face throughout their journey. Which in turn leads to better planning for his clients.
Cody and his fiancé, Elizabeth, live in the Saratoga Springs area with their son Micah and dog Ruby. When not in the office Cody can often be found at the farm spending time with his horses or enjoying the outdoors.