At Lake Financial Group, we believe our teamwork approach adds a broader perspective to all that we do, and provides increased benefits to our clients. Our team consists of local advisors, as well as specialists from our branch office located in Milwaukee. We are an independent, non-proprietary firm with the ability to offer investment and insurance strategies from over 100 companies. We can help you create an approach that is designed to fit your individual financial situation.
Managing Partner CPFA
Financial Consultant & Managing Partner
Retirement Benefits Specialist
401k Support Specialist
Office Assistant and Marketing
Office Support and 401k Assistant