At Wild Rye Financial, our team is more than a group of professionals—we’re your dedicated partners in building, managing, and preserving your wealth. We believe lasting financial success starts with genuine relationships, which is why we take the time to know you, your goals, and your legacy. From portfolio management to retirement planning, our advisors and client service specialists bring the expertise, integrity, and personal care you deserve. Together, we’ll help you navigate life’s milestones with confidence and clarity.
Investment Advisor | Financial Planner
Cody is a CERTIFIED FINANCIAL PLANNER™ Professional with Wild Rye Financial. One of Cody’s favorite memories as a former Running Back for the Montana State Bobcats was the opportunity to spend one on one time with fans after the games. Cody has carried that joy into his professional career, recognizing early on that investment management and financial planning are about much more than the numbers. They are about knowing our clients and helping them stay the course through this ever-evolving world.
Cody is a 4th Generation Montanan, born and raised on a horse ranch just outside of Missoula, MT. He graduated from MSU with Honors in Mathematics. Cody, his wife Sarah, and their two sons Peyton & Lane enjoy the many outdoor recreational activities that Northwestern Montana has to offer such as boating, hiking, and skiing.
CLIENT SERVICES
Tori Wilcox brings a diverse range of experience and a passion for delivering exceptional service to our Client Services team. She holds an Associate of Applied Science degree from Bryant and Stratton College. With a background as a physicians’ office manager for 10 years, Tori possesses a keen understanding of efficient operations and client support.
Tori’s commitment to excellence extends beyond the workplace. She enjoys spending quality time outdoors with her husband near their home in Lake Erie, appreciating the beauty of nature. She is a proud military mom, as her son was recently accepted into the U.S. Space Force. Tori enjoys the company of her two beloved Chihuahuas, Kash and Khaos.
CLIENT SERVICES
Casey is a crucial member of our Client Services team, bringing a wealth of experience and a genuine passion for providing exceptional service. With a background of nearly 20 years working for a pediatric medical group in a fast-paced environment, Casey is well-equipped to handle the dynamic nature of client services.
Casey finds joy and fulfillment in her family life. She has been married to her husband for 25 years and is a proud grandmother to five grandchildren. Her unwavering support extends to her son, who serves in the Marines. Casey enjoys has a keen eye for design and enjoys taking on projects that allow her creative side to shine. She also enjoys road trips, camping, and other outdoor activities, appreciating the beauty of nature and the adventures it brings.
Advisor & Operations Support
Tracey is a valuable member of our team at Wild Rye Financial. With a career rooted in the financial industry, Tracey has found her niche in helping financial advisors manage their back-office operations. She applies her extensive skills to improve and streamline processes, organize systems, increase efficiency, and ease client inconvenience.
When out of the office, you may find her on a road trip, visiting a local park, soaking up the sun, or relaxing at home with her fur babies.
Your goals. Your values. Your future—all with a plan that fits.
