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Community Involvement

At our core, we are dedicated to helping individuals achieve their greatest potential. This is apparent in the personalized financial guidance we provide on a daily basis.

But we don't stop there – we also strive to make a positive impact on our communities. We believe in being a force for good. It's about lifting up our communities and recognizing that together, we are stronger – as a team, as a company, and as a community.

Scholarship Program 

Scholarship Program 

Every year Lake Financial Group awards two scholarships for Port Washington High School Graduates.

Personal Finance Classes

Personal Finance Classes

Brian and Justin meet with high school finance classes to highlight the importance of saving and planning for their future.

During their visits, Brian and Justin emphasize that starting to save early, even with small amounts, can make a big difference in achieving financial stability and reaching long-term goals.

The students leave the presentation feeling empowered and motivated to take control of their financial future.

Christmas On The Corner - Port Washington Main Street

Christmas On The Corner - Port Washington Main Street

Lake Financial Group sponsors a S'more & Warm Up Station at Port Washington Main Street's Christmas On The Corner event.

Although it may be chilly outdoors, our community spirit is always warm and inviting!

Christmas Gifting - United Way 

Christmas Gifting - United Way 

We believe that the holiday season is a time for giving and spreading joy.

Adopting families in need is just one small way that we can make a difference in our community. We work with United Way to identify families who could use a little extra support during the holidays. We then rally our team members to help make these families' holidays a little brighter.

We're grateful we have the opportunity to give back during this special time of year.

Youth Sailing Instruction -  Milwaukee Community Sailing Center

Youth Sailing Instruction -  Milwaukee Community Sailing Center

Financial advisor, Paul, is a member of the Milwaukee Community Sailing Center and gives courses on sailing to local youth. 

Be3

Be3

Dani, our 401k support specialist, founded and runs a local non-profit organization called Be3.

Her team of volunteers is dedicated to promoting health and fitness while helping those in need. They offer several classes each week, led by volunteers, in various activities.

Additionally, they host events such as blood drives, scholarship walks, and more.

MPD Mounted Patrol Foundation

MPD Mounted Patrol Foundation

Financial advisor, John Plumley serves as president of the MPD Mounted Patrol Foundation, a non-profit organization that collaborates with the MPD unit. The foundation's mission is to provide meaningful experiences within the community while ensuring the safety of both the horse and officer. Currently, the MPD Mounted Patrol has eight officers, one sergeant, and a dozen horses.

Other involvement

  • We sponsored Port Piranhas Youth Wrestling, Port Washington Girls Basketball, and Port Washington and Random Lake High School football teams.
  • We have donated to the Special Olympics, Lions Club, the YMCA, and Advocates of Ozaukee
  • One of our financial advisors hosted a Metropolitan Milwaukee Association of Commerce (MMAC) Group Networking event.
  • We donated to the Ozaukee Chorus, a nonprofit organization whose purpose is to promote the advancement of choral music education.
  • Our office manager, Tracy, was a guest for the 'Business and Technical Communication' class at Random Lake High School where she conducted mock interviews with seniors alongside other professionals from the area.
  • We donated a custom-built photo booth to the DECA program at Port High School. This will allow the students to earn money and give them real world business experience.