We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide sound opinions that are designed to pursue long term investment results.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of integrity and respect while always collaborating using a team approach.

Brian Cody CFP®, AIF®

Financial Advisor
Brian.Cody@lpl.com
973-867-1345

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

Office Manager

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.

Cody Financial Advisors and Wealthcare Advisory Partners are not affiliated with LPL Financial.