Cody earned his Bachelor of Business Administration from East Tennessee State University, developing a foundation in finance, economics, and business. He also earned his Master of Arts in Teaching (MAT), spending the early stages of his career teaching mathematics. Prior to joining the Capital Square team, Cody worked at UBS Financial Services, gaining extensive experience helping diverse clients with a variety of services to meet their financial needs. 

Whether you’re planning for retirement, saving for a major milestone, or seeking to grow and protect your family’s wealth for generations to come, Cody is dedicated to providing strategic solutions and guidance alongside the clients he serves.