Cody R. Amis, CFA, CFP®
Senior Portfolio Manager
Cody serves as the primary relationship manager and is responsible for the management of client portfolios. He helps clients identify and prioritize financial goals and establishes investment strategies to help reach those goals. He specializes in designing investment solutions that reflect client's unique circumstances and risk tolerances and integrate with other facets of their personal financial plan including income taxes, retirement, estate, and risk management needs. He has been providing wealth management for high-net-worth families and small business owners for over ten years. Cody is a member of the Stoker Ostler Investment Committee responsible for setting investment policies and strategies for the firm.
Cody is a Chartered Financial Analyst (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNERTM professional. He currently serves on the Board of Directors of the Phoenix CFA Society and is a member of the CFA Institute and Financial Planning Association. He received a Master of Science degree in Personal Financial Planning and a Bachelor of Business Administration degree in Finance from Texas Tech University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
