Our team combines diverse backgrounds and experiences to successfully solve problems and drive results.

    As an independent registered investment advisory firm, we are bound to a fiduciary standard, which means your goals are our top priority and responsibility. We  integrate holistic financial advice with investment management to offer personalized wealth management services that align with our clients’ goals at every stage of life. From the services we offer and advice we give, to the core values that define us, we continuously strive for excellence.
    Peter_Ankeny
    Peter Ankeny, CFP®
    Senior Wealth Analyst
    Samantha_Boston
    Samantha Boston
    Human Resource Assistant
    Travis_Broadhurst
    Travis Broadhurst
    Investment Operation Analyst
    Joseph_Chase
    Joseph W. Chase, CFA
    Partner and Investment Advisor
    Bev_Daly
    Bev Daly
    Director of Human Resources and Business Operations
    Madison_Dunn
    Madison Dunn
    Client Service Analyst
    Nicole Dunlevy
    Nicole Dunlevy
    Senior Business Development Analyst
    Noah Duplessis
    Noah Duplessis
    Investment Operations Analyst
    Brian J
    Brian J. Durkin, IACCP®
    Chief Compliance Officer and Chief Financial Officer
    Katie Frechette
    Katie Frechette
    Senior Client Service Analyst
    Will Final Website Photo
    Will George, Jr.
    Client Service Analyst
    Colleen_Heon
    Colleen M. Heon
    Client Service Manager
    Hannah_Hill
    Hannah Hill
    Bookkeeping Administrative Assistant
    Jaclyn_Hirl
    Jaclyn Hirl, CFP®
    Senior Wealth Analyst
    Jennifer Hughes Headshot
    Jennifer Hughes, CFA
    Senior Investment Analyst
    Colby Jordan
    Colby Jordan
    Vice President of Business Development
    Matthew R. Kreger
    Matthew R. Kreger
    Director of Client Operations
    jarrett matson web final edit 11
    Jarrett Matson
    Investment Operations Analyst
    Patrick O'Donnell, CFA
    Patrick O'Donnell, CFA
    Senior Investment Research Analyst
    Melissa Olszak
    Melissa Olszak, CFP®, CFA
    Partner and Director of Client Advisory
    Barbara_Parent
    Barbara L. Parent
    Office Administrator
    Sean_Perkins
    Sean Perkins, CFP®
    Wealth Advisor
    Liz_Ramsay
    Liz Ramsay
    Bookkeeper
    Luciana_Reis
    Luciana Reis, CFP®
    Senior Wealth Analyst
    Mary Romano
    Mary Romano
    Bookkeeper
    Ali_Rybicki
    Ali Rybicki, CFP®
    Wealth Advisor
    Reilly Smith Headshot
    Reilly Smith
    Investment Analyst
    Debra_Stokes
    Debra A. Stokes
    Wealth Analyst
    Shawn Valliere, JD
    Shawn Valliere, JD
    Wealth Advisor
    Devin Vance
    Devin Vance
    Client Service Analyst
    Buddy_Webb
    Buddy Webb, CFA
    Managing Partner
    ASH FINAL
    Ashley Yantz, CFP, CPA
    Senior Wealth Analyst
    Gabrielle_Zarrella
    Gabrielle Zarrella
    Investment Analyst

    Focus Financial Partner

    Information on this website is directed toward U.S. residents only. Lake Street Advisors Group, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Please note that the information contained in or linked to this site is not intended to be taken as investment, accounting, tax or legal advice, nor should it be construed to serve as a substitute for consultation with professional accounting, tax, legal or other competent advisors.

    *Lake Street Advisors, LLC was originally formed in 2003. In April 2017, Lake Street Advisors, LLC withdrew its registration and became registered as Lake Street Advisors Group, LLC when the firm joined Focus Financial Partners.

    Copyright ©2021 Lake Street Advisors Group, LLC. All Rights Reserved.

    Terms of Use | Privacy Policy

    Download Form CRS (Updated 11.30.2021)