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.