Broker Check


Azimuth is a Registered Investment Advisor grounded in the belief that every person has his or her own individual preference towards risk when it comes to investing their hard-earned money. As such, each of our investment strategies are designed and actively managed according to your unique bias towards risk using a process called Risk Targeting.

We do not believe that generic benchmarks or subjective risk assessments satisfy how individuals truly approach or react to their investments. At Azimuth, our benchmark is you, based on your own unique feelings toward risk and return. Our process enables you to quickly determine your personal risk/reward objectives using our simple personal risk targeting approach.


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...

Read more

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...

Read more

Joshua Simpson

Vice President Operations

(352) 350-2008


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...

Read more

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...

Read more