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

Private Wealth Advisor

Visit Joshua J Lake's website
Daniel Damore

Daniel Damore

Financial Advisor

Visit Daniel Damore's website
Lauren Runyon

Lauren Runyon

Financial Advisor

Visit Lauren Runyon's website

Team

John Wright, MBA, CFP<sup>®</sup>

John Wright, MBA, CFP®

Business Development Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • Masters of Business Administration, Indiana University
  • Certified Financial Planner Professional®
  • FINRA Series 7
  • FINRA Series 66
  • Life, Accident, Health Insurance and Variable Products License

Roles & Responsibilities

  • To consult and serve as a liasion between client(s) and advisor(s) for a smooth transition of the relationship.
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Carly Reynolds

Carly Reynolds

Paraplanner,

Operations Specialist

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