Cody is driven by his conviction and passion for investing and financial wellness. He enjoys putting his strategic mind to work, utilizing financial tools and planning techniques to build portfolios that meet short-term and long-term financial goals. He strongly believes the pathway to a truly successful advisor-client relationship is through patience, understanding, trust, and communication. As a member of the Morton Brown Family Wealth team, Cody has the opportunity to intentionally cultivate collaborative relationships with clients and be a part of a dynamic advisory team.
Prior to joining Morton Brown Family Wealth, Cody had nearly six years of experience at financial advisory firms including Morgan Stanley where he was one of five (out of 65 classmates) to complete their three-year Financial Advisor program. He earned his B.A. from Shippensburg University with a major in Personal Financial Planning, one of the few undergraduate programs to offer this concentration.
Cody values spending time with family and his fiancé, Courtney. He is an avid sports enthusiast, playing golf and soccer in the summer months. On weekends, Cody can be found with Courtney and their golden retriever, Stanley, at surrounding parks in the Lehigh Valley. He also enjoys connecting with fellow saltwater reef aquarium hobbyists.
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