As a member of the Polaris Wealth Management Team, Cody collaborates with clients to develop a holistic financial plan to achieve their unique long-term goals. Prior to joining Polaris, Cody spent his career at Fidelity Investments, where he developed and implemented financial plans for his clients.
Cody graduated from Eastern Illinois University, where he earned his Bachelor of Science degree in Finance. In 2022, he obtained his CERTIFIED FINANCIAL PLANNER™ certification. In his free time, Cody enjoys trail running, archery, fishing and spending time with his friends and family. He was born and raised in the Chicagoland area, where he currently resides.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
