The Lakeside Team
Serving the greater Sacramento, Melbourne, Winter Haven, and Minneapolis areas.
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Location
A team behind every plan
The Lakeside Team partners with individuals, families, and business owners to bring clarity, confidence, and purpose to their financial lives. Guided by trust, transparency, and a highly personalized approach, we combine deep experience with a thoughtful understanding of each client’s goals. From retirement planning and complex equity strategies to legacy and business planning, we take a disciplined, collaborative view of wealth management. We provide steady guidance and a long‑term perspective through a team of dedicated CERTIFIED FINANCIAL PLANNER™ professionals committed to the fiduciary standard. With a holistic approach, we aim not only to enhance your financial stability but also to empower you with the knowledge and tools to flourish in all facets of your life.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Lakeside Team
Newsroom and Resources
View AllMoney Scripts and How They Affect Your Relationship with Money
Health Savings Accounts
Navigating Aging Gracefully Article
Navigating Aging Gracefully
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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