Meet BBK

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

Our
Commitment

Certified Financial Planner

We have the experience and education to help you create a comprehensive financial plan.

Honesty & Transparency

We are an independent, financial advisory firm always working in your best interest as a fiduciary.

Communication Your Way

We listen and understand your needs in order to achieve financial success together.

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.

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

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

Now – My wife Maggie and I have 4 kids (KCMT) and a great dog named Winnie.

Market President & Advisor

Brandon W. Gregg, CFP®

Brandon is a Lafayette-based financial advisor and excited to share his financial planning experience as an advisor and the Market President for Lafayette.  

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 will not only serve his only clients, he will also guide 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 spend their time and vacations outside – especially in Alaska.  

 

Cody Lachner

CERTIFIED FINANCIAL
PLANNER SINCE 2010

20+ Years
Of Experience