Cody provides support to the firm’s tax advisors by gathering information and creating materials to communicate tax strategies that align with a client’s comprehensive wealth plan. He contributes to the coordinated management of client relationships by developing awareness of each client’s unique investment, estate, financial, and philanthropic considerations. In addition, he is regularly engaged in calculating tax projections and supporting the completion of individual, business, and trust tax returns.

Motivated by a desire to make a meaningful difference in people’s lives, Cody was drawn to the tax and financial planning fields because of their universal impact. He is energized by Sequoia’s collaborative environment and commitment to technical excellence and client service. His approach is grounded in understanding the specific circumstances reflected in each return, from filing status and income sources to individual goals, so that the tax decisions incorporated into the work he supports are well informed and personalized.

Before joining Sequoia, Cody built a strong foundation in tax preparation and analytical support that informs his detail-oriented approach. Outside the office, Cody enjoys staying active and spending time outdoors, playing golf, and watching new movies. He lives in Minneapolis.