Team profile


What you can expect when you work with us

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Divorce Financial Planning

Awards & recognition

  • Beyond Wealth Advisors, Dayton Business Journal Fast 50 - Top 50 Fastest-Growing Companies, 2023
  • Beyond Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Joshua J Lake, AdvisorHub Advisors to Watch (under $1Bil), 2022
  • Joshua J Lake, Forbes Best-in-State Wealth Advisors, 2021-2023

Community participation

- Miami Valley Down Syndrome Association (MVDSA)

- Shoes4theshoeless

- The Dayton Foodbank

- Ronald McDonald House