Beyond Wealth Advisors

Advisors

Lauren Runyon

Lauren Runyon

Financial Advisor

Certified Divorce Financial Analyst®
Visit Lauren Runyon's website
Joshua J Lake

Joshua J Lake

Private Wealth Advisor

Chief Executive Officer of Beyond Wealth Advisors
Visit Joshua J Lake's website
Daniel Damore

Daniel Damore

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Daniel Damore's website

Team

Carly Reynolds

Carly Reynolds

Practice Manager

Qualifications

  • Masters of Science in Economics; Wright State University
  • Bachelors of Science in Business; Phoenix University
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Accident, Health and Variable Products License
View more
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
View more