Financial Advisor
.Estate Planning
Tax Efficient Planning
Retirement Planning
Hi, I’m Cody, a financial advisor with Thrivent since 2016. I help individuals and families prepare for and navigate important financial transitions by creating strategies that align with what matters most to them. My approach is rooted in providing structure, clarity, and ongoing guidance—so clients feel supported as life and priorities evolve.
My work is guided by core values of family, integrity, security, excellence, and meaningful work. I believe a thoughtful financial plan is not just about numbers, but about understanding goals, preparing for potential risks, and adapting along the way. I partner closely with clients and, when appropriate, their other professionals to help ensure their financial strategies remain aligned with their values over time.
I grew up in Michigan’s Thumb, where I met my wife, Hannah. Together we have two children, Avery and Weston, and our dog, Chloe. Outside of work, I enjoy spending time outdoors and with my family. I’m an active member of Zion Lutheran Church and proudly serve on the Sherman Township Fire Department.
After graduating from Grand Valley State University with a degree in finance, I knew I wanted to make a positive difference in people’s financial lives. As I learned more about Thrivent, their mission and values closely aligned with my own, making it a natural fit.
Thrivent allows me to provide personalized financial guidance while being supported by a Fortune 500 organization with a long-standing history of serving clients. By operating a local Thrivent practice, I’m able to work closely with individuals and families, offering guidance tailored to their unique goals, values, and circumstances.
- Sherman Township Volunteer Firefighter
- Veteran’s Fishing Outing
- Zion Lutheran Church/School – Harbor Beach
- CERTIFIED FINANCIAL PLANNER®, CFP®
- Chartered Financial Consultant®, ChFC®, American College of Financial Services
- Retirement Income Certified Professional®, RICP®, American College of Financial Services
- Fraternal Insurance Counselor (FIC)
- Bachelor of Business Administration in Finance, Grand Valley State University
- FINRA Series 7 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 65 Uniform Investment Advisor
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
At Generational Wealth Advisors, our mission is to help you live and leave a legacy in your faith, family, and finances. Through maximizing the unique strengths of our support staff and advisors, we strive to provide concierge-level customer service to every client.
As our name suggests, we love working with your family! Our team excels in helping clients and adult children who need a well-thought-out legacy strategy for families and charity, We can also equip you in preparing for and navigating wealth transfer conversations between generations, and are happy to review adult children's finances to ensure they are prepared to receive wealth transfer.
Our Values:
Service - We place importance on serving our clients and communities with integrity, quality value.
Excellence - We continually pursue the highest level of team standards, customer service, and character.
Faith - We do our best to be good stewards of our time, talent, and treasure as we put our Christian faith into action.
Family – We live to leave a legacy of love within our families for generations to come.
Community – We strive to engage our communities in a way that makes them better places to live, work, and raise families.
- Bachelors of Business Management, Grand Valley State University
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Florida
- Illinois
- Michigan
- North Carolina
Insights
Office location
Bad Axe Location
47 Westland Dr
Bad Axe, MI 48413
Phone989-269-2208HoursBad Axe, MI 48413
Monday – Thursday: 8:30 a.m. – 4:30 p.m.
Friday: 8:30 a.m. - 12 Noon
(Also accepting appointments)
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.