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Kody is one of our Wealth Managers. He is a financial professional who holds a Series 7 and Series 66 registration in which he can offer investment products and advisory services. He is also a licensed insurance agent in Wisconsin & Michigan and a member of the Marinette & Menominee Chamber of Commerce Young Professionals organization.

Kody specializes in Medicare & investment products but also enjoys working with numerous personal lines insurance companies to provide quotes for home, auto, life, health, and recreational vehicles. Kody understands that insurance and investing can be complicated, so he is here to help. He approaches solutions with care, composure, and clarity. He believes that clients should have a complete understanding of what they purchase prior to making any product decisions.

Kody is a 2020 Summa Cum Laude graduate from the University of Wisconsin-Green Bay with a degree in Business Administration – Finance. He graduated with a 4.0 GPA. Kody was very active in organizations and leadership roles while in college. He was President of the Phi Eta Sigma Honor Society, Vice President of the Student Finance Association, Student Government Budget Representative, Representative of the Cofrin School of Business Leadership Council, and National Committee Member for the Phi Eta Sigma National Honor Society.

Kody’s awards in college include the Weyenberg Business Excellence Scholarship given to students that demonstrated academic excellence in business. He was also honored with the prestigious Chancellor Medallion for students who graduate at the top of their class. Further, Kody was recognized at the national level (along with his twin brother, Kyle) with the Phi Eta Sigma Distinguished Member Scholarship.

Kody is hardworking and conscientious. He will always put his best effort to serve you. When not at work, Kody enjoys camping, boating, mountain biking, and snowmobiling. Give him a call today!