The Team

The Lake Group

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.


Our Advisors

Joshua J Lake

Joshua J Lake

Private Wealth Advisor

More about me...

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelors of Science (B.S.) in Business; Financial Services, Wright State University
CA Insurance #0M81544

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John Wright

John Wright

Financial Advisor

More about me...

Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

CFP-College for Financial Planning, Denver, CO, 1992, M.B.A.- Accounting and Finance - Regis College, Denver, CO, 1987, B.S.-Accounting-Indiana University, Bloomington, IN, 1981

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Lauren Runyon

Lauren Runyon

Financial Advisor

More about me...

Designations

CDFA®, APMA®

Top Areas of Focus

  • Family Finances
  • Divorce Financial Planning
  • Women's Financial Strategies

Education

Wright State University - Bachelor of Arts in Psychology
CA Insurance #0M81940

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