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.

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

Cody is an Enrolled Agent (EA) with the IRS which enables him to provide guidance and communicate with the IRS on tax matters on your behalf. He has also earned his Masters degree in Personal Financial Planning.  

Cody, and his wife, Julia, are a very active couple.  They love the great outdoors and their adventures have taken them on multiple backcountry trips in Alaska. 

Cody’s primary areas of specialization are in helping folks plan for early retirement (Financial Independence, Retire Early). He has helped many families become financially independent so they can spend more time pursuing their own outdoor interests. 

Please visit dispersed.io to learn more about Cody and his pursuit to help folks become financially independent.