Meet BBK

BBK is a wealth management company that serves families.  We all have families, some BIG.  We want to see them all live in retirement with pride, dignity, and financial security.

We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth.  We’re passionate about that.  We are committed to that.

What does BBK Mean?

“BBK” means Be Brave & Kind. This family advice has turned into a keystone for BBK Wealth Management.  We use this as the guiding principle in our delivery of perspective, guidance and protection.

Have a few more questions… Check out the FAQs page!

Ready to talk?  Schedule NOW

 

 

Founder & Advisor

Tyler E. Smith, CFP®

An Indy-based financial advisor and founder of BBK Wealth Management.

Tyler grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home.

Tyler went to Notre Dame and earned his undergrad in finance and  masters in education though the ACE program.

That’s right – Tyler remains teacher at heart and it is applied to his planning philosophies.  Read his weekly whiteboard commentaries here.

Once finished with school, he began his career as an advisor, got married, started a family and finished his professional CFP® certification.  

Now – Tyler and his wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie.

Kate, Caroline and Michael all attend St. Louis de Montfort Catholic School!  Go Cardinals!

Market President & Advisor

Brandon W. Gregg

Brandon is a Lafayette-based financial advisor and is excited to share his financial planning experience as an advisor with the community.  

Brandon was born and raised in the greater Lafayette area.  He is a proud alumni of the Purdue Financial Planning School and a Certified Financial Planner®.

Brandon, and his wife, Jenni, are currently raising their two young sons in the Lafayette area.

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Director of Financial Planning & Advisor

Cody Lachner, CFP®

Cody is a Lafayette-based financial advisor and joined the team in May of 2022 as our director of planning.  Cody serves his own clients and guides the enhancement of BBK’s financial planning department.

Cody was born and raised in the northwestern Indiana.  He is a proud alumni of Westville High School and Purdue University.

Cody is an accredited wealth management advisor (AWMA®) and recently finished his Masters in Financial Planning.  

Cody, and his wife, Julia, are a very active couple.  They love the great outdoors and their adventures have taken them into the back country of Alaska.

 

Cody Lachner

CERTIFIED FINANCIAL
PLANNERS SINCE 2010