close
 Experts You Can Trust > Strong Leadership

Wealth Management Experience You Can Count On

Lake Street Advisors is mission-driven and dedicated to you, every step of the way.

What we feel distinguishes Lake Street Advisors from other firms is our people. We pride ourselves in building a team of highly motivated, approachable wealth management advisors and financial planners who are committed to serving you. When we say we’re going to do something, we follow through–with the professionalism, honesty, and expertise you can always count on.

Linkedin Profile
Buddy®/>
Greg
Carolyn®, CPA, PFS/>
Melissa®, CFA®/>
Stacy
Rachael®,CPWA®/>
John
Samantha
Joseph
Patricia
Bev
Alayna
Beth
Brian
Katie
Daniel
Colleen
Jaclyn®/>
Jennifer
Matthew
Nicole
Jared
Hillary
Barbara
Sean®/>
Kathleen
Debra
Brian®, CFA/>
Zack
Leah®, CRC®, CDFA®/>
Austin
Gabrielle
/
/
Team profiles
let's talk
The path to your financial security starts with a simple, friendly conversation...
Tell us a little bit about yourself so that we can set up a meeting with one of our specialists and get you started.
  • This field is for validation purposes and should be left unchanged.