With a culture of great service, teamwork, energy and professional ethics, Brian partners with individuals and business owners to understand and identify their specific goals. As a Financial Advisor, Brian Cody creates an individualized investment strategy for each client that helps them live life by their design.
Brian Cody, CFP®, specializes in all phases of financial planning with an emphasis on Retirement Planning for small businesses and individuals. His practice is located out of Cedar Knolls, NJ. Brian graduated from the United States Merchant Marine Academy in Kings Point, NY and has a Master’s Degree from Union College in Schenectady, NY. Mr Cody holds his Series 7, 63, and 24 licenses through LPL Financial and his Series 65 license through Wealthcare Advisory Partners LLC. Brian is also licensed by the State of New Jersey to provide Continuing Education to Certified Public Accountants. Brian provides financial presentations to groups around the New Jersey/New York area and was an Adjunct Professor at Fairleigh Dickinson University in Madison, NJ.
After graduating from the US Merchant Marine Academy, he became a US Navy Nuclear Engineer and trained Navy officers to become licensed nuclear engineers.
Laurene Leonard joined the team in 2018. She had worked in pharmaceutical research for over 10 years before becoming a full-time stay-at-home mom. Laurene earned her bachelor’s degree in Zoology, Summa Cum Laude, from Connecticut College in New London, CT.
Laurene is the Client Service Manager enhancing the client experience by providing exceptional client service, supporting firm functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. Additionally, she is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.
Laurene has been very active in her community as past president of her neighborhood association, high school marching band booster treasurer and Girl Scout leader. Laurene and her husband, Tom have two children, Allison, and Eric. She loves to travel, garden and hike with her Labrador, Raven.
Ken Kideckel is an Investment Service Executive at Wealthcare Capital Management where he leads the investment teams’ manager research efforts. He was previously a principal at Sightline Investments, LLC, and also worked at SunGuard, Lincoln Financial Group, and Willis Towers Watson. Ken began his career at Bear Stearns.
Ken has an undergraduate degree from the University of Michigan-Ann Arbor..
Russ is responsible for the acquisition, development, and coaching of expanding the number of affiliated advisors with Wealthcare Advisory Partners. Russ’s expertise lies in helping other advisors realize their dreams of building and growing a successful independent advisory practice. He works closely with Wealthcare’s partner advisors to ensure that the Wealthcare platform meets and exceeds the needs of their clients. He also manages a successful advisor practice to guide his clients towards achieving their financial and life goals by embracing Wealthcare’s patented “Goals-Driven” investment processes.
Russ is a graduate of the John L. Grove business school from Shippensburg University with a Bachelor of Science in Finance. He is a Certified Financial Planner professional with 14 years of experience as an advisor. Russ also maintains Life, Accident, and Health insurance licenses in the states of Pennsylvania and New Jersey.
Disclosure: Cody Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial
Dan McCarthy has more than 10 years of industry experience. As Senior Vice President of Advisor Development at Wealthcare Advisory Partners, his primary responsibility is working with advisors to help grow their practice while leveraging efficiencies through the use of the GDX360® process. Further, Dan assists in the ongoing development of Wealthcare’s investment analytics, reporting, and client portfolio analysis. He is a business management graduate from Shippensburg University, a Certified Financial Planner (CFP®), and holds an MBA in Finance from Penn State University.
Disclosure: Wealthcare Capital Management and Wealthcare Advisory Partners are separate entities from Cody Financial Advisors.Cody. Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial