W6416 Greenville Drive
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CERTIFIED FINANCIAL PLANNER™, Co-Founder
Cody is a co-founder at Elluvium Financial. In his role, he helps onboard new clients and service existing clients and serve as the firm’s on-site technology resource. He has been in the financial services industry for 35 years and has a true passion for helping others. He also enjoys his role because every client’s situation is different, which forces him to think creatively. He uses this creativity and industry knowledge to help his clients establish written financial goals, understand what’s feasible, and develop a plan to achieve these goals. Helping others is the core of the firm and Cody does this by working with clients and becoming a trusted member of their family. He serves as their teacher, guide, counselor, friend, and CFO all in one.
In addition, he is also a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, and has a Masters of Science degree in financial services.
Cody grew up in Appleton but now lives in the country in a restored 1880 Belgium farmhouse. Collectively Cody and his wife Tami have four children and six grandchildren. Cody stays involved in the community through his local church, Rotary Club and serving on the board of directors of two local non-profit organizations. Outside of the office, Cody enjoys reading, cooking, traveling and woodturning.
Sam is one of the firm’s founders at Elluvium Financial. After acquiring a degree in economics from the University of Wisconsin Oshkosh he began his career in the financial services industry in 1994 and has been a CERTIFIED FINANCIAL PLANNER™ since 1998. Sam specializes in comprehensive financial planning and investment management. He provides each of his clients with a unique, personalized and customized plan built around their prioritized goals and defined by their vision of success. He enjoys working with clients, coming up with solutions for them, and making their dreams and goals a reality. His clients often say that he listens and truly cares about them and their overall financial well-being.
Sam lives in his home town of Appleton, WI with his wife Heidi, their twin boys Sammy and Max and their new puppy Gus. He loves the family-oriented neighborhood and stays involved in the community through his local church and his kids’ activities and sporting events. Outside of the office, Sam enjoys playing guitar, traveling, cooking, coaching his kids and doing triathlons.
CERTIFIED FINANCIAL PLANNER™
Brent's role at Elluvium Financial includes developing plans and strategies, analyzing portfolios, and meeting with clients. He has been in the financial services industry for over 12 years and has been drawn to the industry because he enjoys working with both finances and people. He enjoys helping clients follow through with their dreams and helps prevent them from making discouraging mistakes along the way. He’s always been good with numbers and his role at the firm allows him to practice the financial elements he loves while also helping others in a life changing way.
Not only is Brent passionate about financial planning, but he also has some of the industry’s top designations to set himself apart. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, and Accredited Asset Management Specialist. All of these designations show that Brent is passionate about always learning and providing the best service to his clients as possible. He helps his clients gain financial clarity, develop a plan to take the least risky approach to achieving their goals, and give them the information they need to make sound financial decisions.
Brent lives in the Erb Park area of Appleton, the same neighborhood where he grew up. After graduating from the Carlson School of Business at the University of Minnesota and spending several years in Madison where he met his wife, Annie, they chose to move to Appleton to raise their family. Brent loves the sense of community and family atmosphere of Appleton and enjoys being able to share memories and make new ones with his two children Calvin and Everly. When he’s not in the office Brent enjoys playing card and board games and investing in collectibles and other areas of interest.
At Elluvium Financial, Heather manages the day to day operations. Heather’s client service, attention to detail, and follow-up provide for a smooth operation. She is the newest member of the team and has worked in the retail and commercial banking industry for over 20 years. Clients trust her because of her dependability, flexibility, and organization. They appreciate her for her warm, caring and outgoing nature.
Heather grew up in South Dakota and attended Grace University in Omaha, NE. She and her husband, Todd, live in Greenville with their four children - Blake, Brynley, Bria, and Blair...as well as their two dogs - Reggie and Chewbacca. She feels blessed to have a four-day work schedule that keeps her balanced and grounded. When she’s not working, Heather enjoys exploring new things and creating memories with her family and friends. She also enjoys baking, reading, Bible studies, traveling, and volunteering.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.