The Lake Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our Mission

The Lake Group is a financial advisory practice of Ameriprise Financial Services, Inc., looking to make a difference in our world one client at a time. We intentionally build this practice for clients who share similar core values and who inspire us. We are passionately committed to assisting clients in making decisions that align with their unique goals, passions and dreams by providing an outstanding client experience within a positive professional atmosphere, high level of service and knowledgeable advice. It is with this focus that we continually strive to make a difference in the lives of our clients so that they can feel more confident about their financial goals both now and in the future.

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

The Ameriprise difference

#1
most trusted1
#1
in customer loyalty2
#1
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary  

2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)