May 17th 2022

Cody will be joining BBK Wealth as an advisor and direct our financial planning program based out of Lafayette, IN. In addition to having the pleasure of nurturing his current relationships – he will also assist BBK in enhancing the benefits our current clients receive. 

Cody earned his degree in Economics from Purdue University in 2014 and has more than seven years of experience in the financial planning and advice industry. Cody comes to us from VALIC where he worked as an advisor and helped hundreds if not thousands of our state’s teachers, doctors, administrators, and public employees. 

BBK Wealth is an independent registered investment advisor.  We provide fee only investment advice and planning.  Following the original commitment to all clients and prospects, all employees are CFPs.  Our team approach focuses on communication, technology and thoughtful planning.

On the lighter side – Cody and his wife Julie are originally from northwestern Indiana and graduates of Westville High School.  Both enjoy hiking!  Don’t go to Alaska without asking Cody about his hiking adventure!

We’re excited to see him apply his industry experience and first-class education to help enhance BBK and the communities we serve.  Read his first publication on I Bonds HERE! 

Cody is sitting in the Life Building on the fourth floor, suite 412, so be sure to drop by, say hello and check out the how the new office is progressing.