Why STUDIOi exists.
Money decisions are rarely just about math.
STUDIOi was built for people who are doing a lot “right” on paper but still feel pressure around money. People who want to make good decisions without losing themselves in noise, shame, or over-optimization.
Financial transitions such as job changes, retirement, or business shifts can surface uncertainty even when progress is real. A structured advisory process is designed to reduce that noise.
This approach reflects what Cody refers to as Coaching Money Journeys™, combining disciplined portfolio structure with thoughtful decision-making during periods of financial transition.
"The goal is not to make money louder. It is to make it clearer."
Coaching Money Journeys
STUDIOi was built for people who are doing a lot “right” on paper but still feel pressure around money. People who want to make good decisions without losing themselves in noise, shame, or over-optimization.Financial transitions such as job changes, retirement, or business shifts can surface uncertainty even when progress is real.
Financial transitions such as job changes, retirement, or business shifts can surface uncertainty even when progress is real.
A structured advisory process is designed to reduce that noise. This approach reflects what Cody refers to as Coaching Money Journeys™, combining disciplined portfolio structure with thoughtful decision-making during periods of financial transition.
Cody's experience & credentials.
Background
Fixed income trading experience on a mutual fund desk
Evidence-based asset allocation and portfolio design
Risk and compliance oversight in regulated institutions
Strategic financial consulting for business owners and nonprofits
National financial education and leadership facilitation
Education
Master's in Investment Management — Boston University
Bachelor's degrees in Finance and Economics — Montana State University
Personal
He is active in Phoenix community leadership and advocacy work, with a focus on recovery and LGBTQ+ initiatives.
STUDIOi operates as a registered investment adviser under a fiduciary standard and provides commission-free advisory services.
Frequently Asked Questions
You're Leaving STUDIOi