Regularly referred to as a "renaissance man," Cody is a father, outdoorsman, martial artist, proud nerd, and the best bad dancer you'll meet. He is enthusiastic about the role he plays in bridging good people to their financial goals.
Cody joined the team in 2020 as an Associate Advisor. He is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.
Cody attended SUNY Plattsburgh where he received a B.S. degree in ecology. Most recently, he worked with Equitable Advisors in Syracuse, NY, where he passed his NYS Life & Health, SIE & Series 7 and 66 licensing exams.
Areas of Specialty
Client Relationship Management
Client Service & Advisor Support
Beneath the Surface
Claim to Fame
Spent the better part of a year in college not wearing shoes for “scientific purposes” and even gave a presentation to the campus about it.
Being a dad, home renovation, backpacking, hunting, fishing, parkour, mixed martial arts, disc golf, music, philosophy, cooking, graphic design, board games, and fantasy/science fiction. In other words, way too many things!
Lifelong residents of Canastota, Cody married his high school sweetheart, Aryn, and they have two young daughters, Gea and Evaluna.
A creative man is motivated by the desire to achieve, not by the desire to beat others.Ayn Rand