Cody Rogers serves as a Financial Advisor at RightOak Asset Management, partnering with clients to bring clarity and intention to their financial decisions. With a focus on long-term relationships, Cody helps simplify complex choices and provides thoughtful guidance designed to support each stage of life.
At RightOak, Cody provides comprehensive financial planning and investment management, guiding clients through decisions that shape both today and the future. His work centers on retirement strategies, insurance planning, and estate planning conversations, with a commitment to thoughtful stewardship that supports intentional living.
Cody brings over ten years of experience in the insurance and financial services industry to his work at RightOak. His background includes roles in financial and data analytics, insurance underwriting, and small business development—offering clients a well-rounded perspective grounded in real-world experience. Cody earned a Bachelor of Arts in Business Administration from Spring Arbor University and holds the Series 65 License, Michigan Life Producer License, and multiple industry designations through The Institutes®, experience that supports a steady, client-first approach.
For Cody, effective financial planning starts with understanding the person behind the numbers. His work is shaped by a commitment to clarity, stewardship, and practical education, helping clients make thoughtful decisions that align with their values. He strives to walk alongside clients as a steady guide through change, growth, and opportunity.
Outside of work, Cody enjoys music production, worship arts, travel, and cooking. As a husband and father of three, family plays a central role in his life and influences the thoughtful, relational way he works with clients.
RightOak’s commitment to stewardship and meaningful relationships is what drew Cody to the firm. He values being part of a team focused on helping clients use their resources intentionally and for lasting impact.