Born and raised in northeast Pennsylvania, Cody has built a career defined by dedication, expertise, and a passion for helping clients pursue lasting financial success. He holds an undergraduate degree in Finance, as well as master’s degrees in both Finance and Economics, along with several FINRA licenses that allow him to stay ahead in a constantly evolving industry.
Cody has managed the financial well-being of more than 200 clients and overseen $200 million in assets. He helps clients understand how financial planning is crucial to retirement while also bringing strong technical skills in portfolio management, investment analysis, and a deep understanding of economic trends. This combination allows him to provide both practical guidance and broader insight into the market forces that shape financial decisions.
Outside the office, Cody enjoys supporting his wife Kait’s boutique businesses in Sarasota and St. Petersburg, staying active in the community, and spending time on fitness and golf. At Aksala Wealth Advisors, Cody and his team are dedicated to creating personalized strategies that reflect each client’s unique goals.