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.
    Emily Berk
    Emily Berk
    Bookkeeper
    Samantha_Boston
    Samantha Boston, SHRM, CP
    Human Resources Generalist
    Nicole Bousquet
    Nicole Bousquet
    Marketing Lead
    Travis_Broadhurst
    Travis Broadhurst
    Investment Analyst
    Patti Carmichael
    Patti Carmichael
    Senior Bookkeeper
    Joseph_Chase
    Joseph W. Chase, CFA
    Managing Partner
    Bev_Daly
    Bev Daly, SHRM-SCP
    Chief Talent Officer
    Leslye_Dedopoulos
    Leslye Dedopoulos
    Office Administrator
    Madison_Dunn
    Madison Dunn
    Client Service Analyst
    Cricket Fligor
    Cricket Fligor
    Associate Wealth Advisor
    Katie_Frechette
    Katie Frechette
    Senior Client Service Analyst
    Will_George
    Will George, Jr.
    Reporting Analyst
    Kameron Gilchrest
    Kameron Gilchrest
    Reporting Analyst
    Joshua Goldstein
    Joshua Goldstein
    Client Service Analyst
    Colleen Heon
    Colleen M. Heon
    Bill Pay Team Lead
    Hannah_Hill
    Hannah Hill
    Bookkeeping Administrative Assistant
    Jaclyn_Hirl
    Jaclyn Hirl, CFP®
    Wealth Advisor
    Jennifer_Hughes
    Jennifer Hughes, CFA
    Investment Advisor
    Matthew_Kreger
    Matthew R. Kreger
    Chief Compliance Officer & Director of Client Operations
    Michael_LeClerc
    Michael LeClerc, CFP®
    Senior Associate Wealth Advisor
    Kieran Lynch-1
    Kieran Lynch
    Associate Wealth Advisor
    Alicia Lyons
    Alicia Lyons
    Client Service Analyst
    Jarrett_Mattson
    Jarrett Matson
    Investment Operations Analyst
    Ryan Nolan
    Ryan Nolan, CFP®
    Associate Wealth Advisor
    Patrick_O'Donnell
    Patrick O'Donnell, CFA
    Senior Investment Research Analyst
    Barbara_Parent
    Barbara L. Parent
    Office Administrator
    Zachary Peacock
    Zachary Peacock, CFP®
    Senior Associate Wealth Advisor
    Sean_Perkins
    Sean Perkins, CFP®
    Wealth Advisor
    Liz_Ramsay
    Liz Ramsay
    Bookkeeper
    Christian_Rogers
    Christian Rogers
    Investment Operations Analyst
    Reilly_Smith
    Reilly Smith
    Investment Analyst
    Sam 2-1
    Sam Stanton
    Associate Wealth Advisor
    Debra_Stokes
    Debra A. Stokes
    Associate Wealth Advisor
    Buddy_Webb
    Buddy Webb, CFA
    Partner and Chief Investment Officer
    Emma Whitman
    Emma Whitman
    Reporting Analyst
    Gabrielle_Zarrella
    Gabrielle Zarrella
    Senior 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 5.31.2023)