After working for 16 years in the financial services industry, I believe there is a better way to empower people to achieve their goals.
The traditional channels of receiving financial advice are overpriced and antiquated. Today I am excited to announce the launch of Lake Road Advisors, a fee-only, independent, financial planning and investment advisory firm.
Lake Road Advisors marries intelligent technology with traditional, goal-based planning provided by a CERTIFIED FINANCIAL PLANNER™. Successful financial planning does not have to be expensive or complicated, and Lake Road Advisors will show you how.
Thank you to everyone who has helped make this possible. Today represents the achievement of one of my personal goals. I look forward to doing my best in helping you achieve your Lake Road!
Learn more about Lake Road Advisors.