As an Insurance Specialist at Hotaling Insurance Services, Cody Moncure delivers advanced life insurance planning strategies for high-net-worth and ultra-high-net-worth individuals and families. He works closely with clients to address complex estate planning, business succession, tax mitigation, and wealth transfer needs. His areas of expertise include personal term insurance solutions, buy-sell/key man insurance solutions, permanent life insurance, long-term care planning, annuities, disability insurance, and lifetime income strategies. Cody takes pride in helping clients understand and implement insurance solutions that align with their overall financial plans and long-term goals.
Beginning his career at New York Life, Cody spent three years on the wealth management side and providing tailored insurance solutions. His passion for financial planning began during college while interning at a Registered Investment Advisor (RIA) firm. In 2022, he took a pivotal step by joining Hotaling Insurance Services. This move allowed him to focus on truly independent planning within the high-net-worth space, where he could offer highly specialized guidance and make a meaningful impact.
Cody earned a full athletic scholarship to play Division I football at Houston Christian University, where he also completed his master’s degree. His experience as a student-athlete taught him the value of discipline, teamwork, and perseverance. These qualities continue to influence his approach to client service and strategic planning.
Originally from Richmond, Texas, Cody is deeply rooted in his community. He serves on the board of the Houston Christian University Football Program and volunteers through his church. Outside of work, he enjoys spending time outdoors with his wife and their two children. Whether hunting, fishing, grilling, or enjoying a day with family, Cody values connection and purpose in every part of his life.
Cody brings a disciplined, values-driven approach to the insurance industry and is committed to being a trusted partner for clients navigating complex financial decisions.
Connect with Cody to explore how personalized insurance strategies can support your long-term goals.
