Young Lee

Philip Puetz is the sole advisor at Lifelong Investments in Lafayette, IN, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifelong Investments since 2003. Outside of advisory services, he is also licensed as an insurance agent and has experience as a bank employee. Lifelong Investments provides general financial planning and investment advice primarily to individuals, families, and trusts. The firm offers hourly and flat-fee consulting and recommends independent third-party money managers rather than managing client assets directly.

Michael Reffeitt is the sole advisor at Integrated Capital Management Company, Inc. in Lafayette, Indiana, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been affiliated with Integrated Capital Management since 1996 and has served as a lecturer at Purdue University since 2002, teaching finance, economics, and accounting. Integrated Capital Management provides discretionary investment supervisory services to a small client base of individuals, trusts, and corporations, focusing on asset allocation, portfolio monitoring, and financial analysis. The firm emphasizes a personalized approach based on detailed fact-finding and risk tolerance, maintaining long-term investment strategies supplemented by technical analysis and regular account reviews.

Mark Lorenz is the sole advisor at Lorenz Financial, an independent firm based in West Lafayette, IN. He holds a Series 65 credential and has nine years of industry experience, including a prior period of retirement from 2013 to 2016. Since 2016, he has operated Lorenz Financial Services, LLC. Lorenz Financial serves individual and couple clients, primarily those nearing or in retirement as well as working clients seeking management of taxable and retirement accounts. The firm emphasizes long-term, low-cost, tax-efficient diversification using broad index funds, ETFs, and selected mutual funds, providing portfolio management exclusively through a single wrap fee program custodied at Interactive Brokers.

Daniel Phelps is a financial advisor at Oxford Capital with 12 years of industry experience. He holds the Series 65 and Series 66 credentials and has been associated with Foster Phelps Asset Management PLLC since 2012. Oxford Capital Management LLC serves individual and high-net-worth clients by providing investment coaching for employer-sponsored retirement plans and a broad range of financial planning services. The firm employs asset-allocation principles and Modern Portfolio Theory, combining passive and active investment vehicles, and operates exclusively through a Schwab-based wrap-fee program for portfolio management.

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

Khalil Williams is a financial advisor at Omni Wealth Planning, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates Inc. and Northwestern Mutual in various capacities. Williams serves on the board and finance committee of Lafayette Transitional Housing Center and owns Omni Growth Systems, where he develops and delivers workshops on personal development. Omni Wealth Planning LLC is a fee-only advisory providing comprehensive financial planning and educational seminars to individuals, high-net-worth clients, business owners, and corporations. The firm emphasizes written financial plans and project-based engagements, using a primarily passive investment approach without custody of client assets.