Beyond Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Joshua J Lake

Joshua J Lake

Private Wealth Advisor

Chief Executive Officer of Beyond Wealth Advisors
Visit Joshua J Lake's website
Lauren Runyon

Lauren Runyon

Financial Advisor

Certified Divorce Financial Analyst®
Visit Lauren Runyon's website

Team

Carly Reynolds

Carly Reynolds

Practice Manager

Qualifications

  • Masters of Science in Economics; Wright State University
  • Bachelors of Science in Business; Phoenix University
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health and Variable Products License
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Brandy Gross

Brandy Gross

Client Service Coordinator

Jacqueline Cain

Jacqueline Cain

Client Service Coordinator

Roles & Responsibilities

  • Client interactions, meeting preperation & follow-up, business processing, records retention & filing
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