Our Mission

With our unique abilities, help those who seek our financial guidance, maintain our guiding principles, and make a positive impact on our community.

Our Value Proposition

SIMPLIFY. GUIDE. INSPIRE.

Simplify Your Life - Personal Guidance - Inspire Confidence

As a financial team with unique specialties, we help our clients Simplify their lives through personalized Guidance while Inspiring confidence to help them reach their goals.


Our advisors

Advisor photo for Joshua J Lake

Joshua J Lake

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Beyond Wealth Advisors
Learn more about Joshua J Lake Visit Joshua J Lake's website
Advisor photo for Daniel Damore

Daniel Damore

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel Damore Visit Daniel Damore's website
Advisor photo for Lauren Morgan

Lauren Morgan

CDFA®, APMA

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Lauren Morgan Visit Lauren Morgan's website
Advisor photo for Cassondra L Salazar

Cassondra L Salazar

CFP®, APMA

Financial Advisor

Learn more about Cassondra L Salazar Visit Cassondra L Salazar's website


Our team

Shannon Yeary

Shannon Yeary

Practice Manager

Roles & Responsibilities

  • Administration & Operations
  • HR & Accounting
  • Procedure Development & Implementation
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Jackie Cain

Jackie Cain

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Business Processing
  • Client Services
  • Client Visit Follow-up
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Brandy Kmetz

Brandy Kmetz

Client Service Coordinator

Roles & Responsibilities

  • Schedule Management
  • Client Visit Specialist
  • Office Administration
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Sydney Howell

Sydney Howell

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
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Kinsey Kinder

Kinsey Kinder

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
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Michael Schweller

Michael Schweller

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
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Brianna Fedak

Brianna Fedak

Marketing Manager

Roles & Responsibilities

  • Event Planning
  • Social Media
  • Marketing Materials
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Kelli Sedwick-Drummond

Kelli Sedwick-Drummond

Client Concierge,

Office Manager

Roles & Responsibilities

  • Client Visit Service
  • Client Relationship Management
  • Office Administration
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Caleb Maletta

Caleb Maletta

Client Service Specialist

Roles & Responsibilities

  • Business Processing
  • Client Services
  • Client Visit Follow-up
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