Cody Rose Kelley, ChFC®

Cody Rose is the Chief Operating Officer of her family-owned and operated firm. She has earned the distinguished ChFC^® (Chartered Financial Consultant) designation and is also a fully licensed Life & Health Insurance producer. Being dually licensed in both insurance and securities enables her to offer a wider range of services and investment strategies to help her clients achieve their long-term financial objectives.

Cody Rose is also the co-host of the TV and Radio show “The Financial Game Plan” with her father, Skip. Together, they provide valuable insights and practical advice on navigating the complexities of personal finance, helping educate their clients and audience.

Family is at the heart of everything she does, both in life and in business. She feels fortunate to work alongside her father, Skip, whose guidance and mentorship have been invaluable throughout her career. Together, they share a passion for entrepreneurship and a commitment to building a legacy that extends beyond business success.

Beyond her professional pursuits, Cody Rose is an avid skier with a deep love for the mountains. For over a decade, she had the privilege of calling the breathtaking landscapes of Lake Tahoe her home. As a boat captain navigating the crystal-clear waters of Lake Tahoe, she fostered unforgettable experiences on the water. While living in California, Cody met her husband, Johnny, who shares her passion for adventure and exploration. Cody Rose is a proud mother of two beautiful children, her son Campbell, and her baby girl Archer Rose. They are her finest source of inspiration and happiness, and she is grateful for the opportunity to watch them grow and learn each day.