Practice Manager

Since Cody Gehman, CPA, joined Stonebridge Financial Group in November 2017, he has enthusiastically completed any task we ask of him. That includes repapering over 750 households when we left Wells Fargo, converting our assets to a new Registered Investment Advisor and broker-dealer. Cody has gradually taken on more responsibility at the firm, and his discipline, grit and determination have helped him flourish in his current role.

By taking care of tasks big and small at Stonebridge, many of which he proactively sought out while looking for new ways to contribute, Cody allows our advisors to concentrate on our clients and do more for the firm. Cody’s highest professional accomplishment is receiving his CPA license. He followed that up by pursuing his Series 66 and Series 7 licenses.

Cody earned a dual Bachelor of Science from Shippensburg University. He previously served as Financial Controller at Allenberry Resort and Senior Accountant at RKL LLP.

Cody married his high school sweetheart, Katie, in 2016 and now resides in Harrisburg. Cody enjoys composing marching percussion music in his free time. He currently serves on the board of Girls on the Run of the Capital Region, where he employs his organizational skills and enthusiasm to help plan biannual 5Ks. Cody also serves as a “big” to a “little brother” in Big Brothers Big Sisters.

Blog Articles

Our Community Partners Profile: Big Brothers Big Sisters of the Capital Region – July 20, 2020

What’s New with the Paycheck Protection Program? Loan ForgivenessMay 27, 2020

Paycheck Protection Program Revived – April 27, 2020

FICO Scoring to Change in 2020 – Will your Score Increase or Decrease?February 23, 2020

Common Millennial Money Mistakes That Generation Z Can Learn FromJanuary 22, 2020