Broker Check

Our Team

Our team approach adds value to everything we do for our clients. 

Meet Our Team

Keith A. Simpson, MBA

President

352-350-2008

(352) 350-2103

keith.simpson@lakeag.com

As a fiduciary, Keith Simpson lives his values: hard work, discipline, and doing what is right by the client. Keith joined Lake Advisory Group in 2009 and liked it so much he bought it in 2015. Prior to joining Lake Advisory Group...

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Joshua Simpson, MBA

Vice President Operations

352-350-2008

(352) 350-2103

josh.simpson@lakeag.com

Josh joined his father, Keith, at Lake Advisory Group in 2014. In 2020, he earned his MBA from St. Leo University in St. Leo, Florida. Josh uses disciplined research and analysis of industry investments and his broad knowledge of...

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Amanda Wheelis

Insurance Specialist

352-350-2008

(352) 350-2103

amanda.wheelis@lakeag.com

Amanda Wheelis joined Lake Advisory Group in early 2019, originally as an Administrative Assistant. Promoted in 2020, she now uses her organizational skills and drive for professional excellence in her role as a licensed independent...

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Cynthia De Hart, MBA

Marketing Director

352-350-2008

(352) 350-2103

cynthia.dehart@lakeag.com

Cynthia De Hart joined Lake Advisory Group in the fall of 2020 as Marketing Director. She earned her MBA in Marketing from Xavier University and her Bachelor of Arts in Economics and Art History from Denison University. After her...

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