I’m Cody Lachner — a financial planner who loves the outdoors. I became a financial advisor because I was fascinated with finance and problem solving. Early in my career, I didn’t realize that financial advisors could have specific areas of specialty, just like doctors. Over time, I came to understand how important that focus really is for clients — after all, you wouldn’t see a podiatrist if you needed glasses. As I progressed through my career and furthered my professional education, I discovered how much I loved everything about the world of retirement planning. From that point on, my specialty became clear: helping people prepare for and navigate retirement.
Here are the things I love helping clients with:
- Planning for retirement and helping folks safely enjoy their hard-earned wealth
- Finding ways to lower their tax bill
- Improving their investments
My professional education:
Member of various professional associations:
A little bit about me personally:
I’m based in Lafayette, IN and have lived here with my wife, Julia, for over 15 years. We both love the outdoors and spend our time hiking, camping, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska—our daughter is actually named after a town in Alaska! We find ourselves going back again and again.
Here are just a few of the memorable things we’ve done in Alaska:
- Hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).
- Packrafting among glaciers
- Camping in the backcountry under the Northern Lights in the fall
- Catching 135lb halibut in the Gulf of Alaska