An experienced and committed team

With nearly two decades of experience, Cody serves high net worth individuals and families through a disciplined, planning‑driven approach. He helps clients make confident decisions by delivering sophisticated strategies designed to grow and preserve wealth across generations.

Cody joined UBS to leverage the firm’s global capabilities, advanced technology, and broad resources to further strengthen his advisory practice and support increasingly complex client needs. His focus on comprehensive planning, efficiency, and long‑term partnership allows him to provide forward‑looking advice while maintaining a highly personalized experience.

He is committed to continuous growth—for both his clients and his practice—and approaches every relationship with a long‑term perspective grounded in trust and alignment.

Outside the office, Cody enjoys time with his wife, Lynn, and their sons, Jack and Peter. The family divides their time between the Quad Cities and Scottsdale, Arizona.

Since entering the financial services industry in 2016, Adam has played a key role in supporting a coordinated, planning‑focused wealth management practice. Adam brings a well‑rounded background spanning advisory, operations, and relationship management.

Having begun his career as an advisor before transitioning into operations, he offers a perspective that helps ensure clients receive both thoughtful guidance and an efficient experience. He partners closely with clients and advisors to strengthen relationships, enhance planning engagement, and support the team’s ongoing growth. Prior to finance, Adam spent five years in education, which continues to shape his client‑first approach. He is committed to helping clients understand their strategies, believing clarity is essential to long‑term success.

Outside of work, Adam enjoys time with his wife, Sara, their two daughters, and their dog, Poppy.