Great Lakes Advisor Group

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

Brian Lake

Brian Lake

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Brian Lake's website

Team

R. Michael Berry

R. Michael Berry

Business Development Director

Michael Monfort

Michael Monfort

Business Development Director

Barbara Wagner

Barbara Wagner

Administrative Assistant

Qualifications

  • Associate's Degree in Financial Services

Roles & Responsibilities

  • Scheduling client appointments, facilitating client services and client communications.
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Amber Rector

Amber Rector

Receptionist

Qualifications

  • 25 years Customer Service experience
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Theodore Kahn

Intern

Connor O'Brien

Intern

Miranda Mottice

Intern

Ryan Richards

Intern