The Team

The Lake Group

Our Advisors

Joshua J Lake

Joshua J Lake

Private Wealth Advisor

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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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Daniel Damore

Daniel Damore

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning

Education

Bachelors of Science (B.S.) in Materials Science and Engineering; Rutgers University

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Lauren Runyon

Lauren Runyon

Financial Advisor

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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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Our Staff

Karl Banks

Karl Banks

Financial Planning Analyst

Investment Specialist
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Qualifications

  • Bachelor of Science in Business, Finance; Wright State University, 2017
  • FINRA Series 7

Roles & Responsibilities

  • Portfolio analysis; Investment analysis; Financial plan data gathering, analysis, & implementation

Carly Reynolds

Paraplanner

Operations Specialist