Beyond Wealth Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Daniel Damore

Daniel Damore

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Daniel Damore's website
Joshua J Lake

Joshua J Lake

CFP®, CRPC®, APMA®

Private Wealth Advisor

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

Lauren Runyon

CDFA®, APMA®

Financial Advisor

Certified Divorce Financial Analyst®
Visit Lauren Runyon's website
Jake Courtney

Jake Courtney

Financial Advisor

Financial Planning Specialist
Visit Jake Courtney's website

Team

Carly Reynolds

Carly Reynolds

Practice Manager

Qualifications

  • Masters of Science in Economics; Wright State 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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Kinsey Kinder

Kinsey Kinder

Client Service Specialist

Sydney Howell

Sydney Howell

Client Service Specialist