Managing Partner, Bespoke Capital
Private Wealth Advisor

Most successful business owners spend decades building extraordinary companies.

Yet many discover that business success alone doesn’t automatically create personal financial independence.

That’s where our work begins.

I founded Bespoke Capital to serve one type of client: successful privately held business owners and their families.

Every decision we make revolves around helping owners become financially independent from the businesses they worked so hard to build. Whether a transition is years away or already underway, our role is to help clients think clearly, prepare early, and make confident decisions before, during, and long after a liquidity event.

Our work often includes:

- Preparing for a future sale or recapitalization
- Building wealth outside the business
- Reducing concentration risk
- Coordinating tax-aware planning
- Designing estate, legacy, and family governance strategies
- Helping families navigate what comes next after liquidity

I’ve always believed the business may be the family’s largest asset, but it should never be the family’s only plan.

At Bespoke, our goal isn’t simply helping clients sell businesses.

It’s helping them build lives where work becomes a choice instead of a necessity.

One of the most meaningful parts of our work happens after the transaction. We enjoy helping families think intentionally about stewardship, purpose, family culture, philanthropy, and preparing future generations to carry both wealth and values forward.

Outside the office, I’m a husband, father, former Division I wrestler, coach, and someone who believes deeply in faith, discipline, and serving others. Those same principles shape how I lead our team and how we care for every family we have the privilege of serving.

Disclosure: Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.

Cody has been recognized by Forbes as one of America’s Top Next-Gen Wealth Advisors (2021, 2022, 2025), Top Next-Gen Wealth Advisors Best-in-State (2024, 2025, 2026), and Best-in-State Wealth Advisors (2025, 2026).

He holds the Certified Exit Planning Advisor (CEPA^®), Private Wealth Advisor (PWA), Accredited Asset Management Specialist (AAMS^®), and Wealth Management Specialist designations.

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/top-next-gen-advisors for more info.

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

2025 Forbes America's Top Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/24 to 3/31/25 and was released on 8/6/25. 49,859 nominations were received and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4mCPCMz. Please see https://www.forbes.com/top-next-gen-advisors/ for more info.