Designations and Licenses

Cody is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist℠.

Experience and Education

Cody advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. He also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Cody was a senior vice president and wealth advisor for Enterprise Bank & Trust and served as a vice president, financial consultant for Charles Schwab & Co.

Cody has a bachelor’s degree in psychology with a minor in business from Arizona State University.

Personal Interests

Away from the office, Cody enjoys playing golf and tennis, traveling and spending time with his wife, son and two dogs. He also likes watching and attending ASU Sun Devil football and basketball games and cheering for the Phoenix Suns basketball and Arizona Cardinals football teams.