Beyond Wealth Advisors

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

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
Daniel Damore

Daniel Damore

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Daniel Damore's website
Lauren Runyon

Lauren Runyon

CDFA®, APMA®

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
  • Bachelor of Science in Business; Phoenix University
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health & Variable Products License
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Jacqueline Cain

Jacqueline Cain

Client Service Coordinator

Roles & Responsibilities

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

Brandy Gross

Client Service Coordinator