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
    Peter Ankeny, CFP®
    Financial Planner
    Stacy Aubin
    Stacy Aubin
    Office Administrator
    Oliver Ball
    Oliver Ball, CFP®
    Senior Investment Operations Analyst
    Travis Broadhurst
    Travis Broadhurst
    Investment Operation Analyst
    Christopher Certo
    Christopher Certo, CFP®
    Financial Planner
    Joseph W
    Joseph W. Chase, CFA
    Partner and Investment Manager
    Bev Daly
    Bev Daly
    Director of Human Resources and Business Operations
    Madison Dunn Web Photo
    Madison Dunn
    Client Service Analyst
    Nicole Dunlevy
    Nicole Dunlevy
    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
    Client Service Analyst
    Colleen M. Heon
    Colleen M. Heon
    Bill Pay Manager
    Jaclyn Hirl
    Jaclyn Hirl, CFP®
    Financial Planner
    Jennifer Hughes
    Jennifer Hughes
    Investment Analyst
    Matthew R. Kreger
    Matthew R. Kreger
    Director of Client Operations
    Melissa Olszak
    Melissa Olszak, CFP®, CFA
    Partner and Director of Planning
    Barbara L
    Barbara L. Parent
    Office Administrator
    Sean Perkins
    Sean Perkins, CFP®
    Relationship Manager
    Ali Rybicki
    Ali Rybicki
    Relationship Manager
    Sarah Smets
    Sarah Smets
    Client Service Analyst
    Debra_Stokes
    Debra A. Stokes
    Financial Planner
    Brian_Thompson
    Brian Thompson, CFP®, CFA
    Relationship Manager
    Shawn Valliere, JD
    Shawn Valliere, JD
    Relationship Manager
    Buddy_Webb
    Buddy Webb, CFA
    Managing Partner
    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)