Lake Point Advisory Group, LLC

Description

Client Relations Raquel has 15+ years’ experience in the insurance industry, with 8 of those years spent managing policy changes and Customer Service. She believes building relationships is the key to success in any industry, but critical in the financial services industry. Providing excellent customer service, in a timely manner, is non-negotiable. Raquel believes that any client who calls our office should feel valuable and she wants to exceed their expectations in service.

Jonathan Lawton joined Lake Point Advisory Group with 10+ years of experience in financial services. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals. His extensive experience — through major shifts in the market — enables him to help clients structure balanced solutions to address their specific goals.

Wealth Management Chris joined Lake Point Advisory Group in 2014 with the goal of assisting clients and being part of a unique team to best serve them. He brings with him over 4 years of experience in financial services industry with JP Morgan Chase. With an extensive bench of team members supporting him he is able to provide unparalleled professional service. He assists each individual client with their unique financial goals of wealth accumulation, preservation and distribution. Working with Chris you will find his dedication and attention to detail is unmatched by other advisors.

Reid Johnson, President As a financial professional, Reid Johnson is dedicated to providing his clients with the professional and individual attention necessary to help them achieve their financial goals. With 13 years’ experience in the financial services industry, Reid works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals.

In 2008, David joined Lake Point Advisory Group, bringing clients an unheralded passion for creating effective cash flow solutions and "safe money" strategies. Through his years of experience providing cash flow strategy, David has personally influenced and helped make thousands of financial dreams come true through a combination of independent client attention and the training of over 105 planning specialists. David affectionately refers to his clients as "America's Topsoil." Without them, America could not have blossomed into such a beautiful country to enjoy our lives.

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