Kody has always been in the business of client relationships, whether during his time opening new restaurants, pursuing sales with Mercedes-Benz or working as a client specialist for a retirement planning team. He specializes in finding pain points and coming up with solutions to complex problems.
Kody is a financial professional who can offer both investment and insurance products and services. In addition to meeting with current and future clients, his responsibilities at the practice include presenting at educational seminars, responding to client requests and conducting regular account reviews.
“It’s important to have a plan. Hope is no longer a good plan,” Kody says. “You have worked all your life to get to this point; let’s make sure you have a professional in your corner guiding you through your perfect retirement.”
Born in Dallas, Texas, Kody and his wife, Michelle, want to raise their son, Knox, and daughter, Merritt, in the great state of Texas. He loves to cheer on his favorite sports teams — the Dallas Cowboys and Dallas Mavericks — and occasionally make his way out to the golf course.
