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 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 Keith was a...

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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

Since 2019, Amanda has been a bright spot in the day for the many clients she interacts with daily. Upbeat and courteous, she delivers exceptional client service and is well suited for her role as a licensed independent insurance agent...
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Cynthia De Hart, MBA

Marketing Director

352-350-2008

(352) 350-2103

cynthia.dehart@lakeag.com

Cynthia 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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