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 is a supportive individual who specializes in the administrative tasks around the office and enjoys connecting with people. She grew up in Leesburg, Florida, and is currently attending the Ultimate Academy to earn her...

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Joshua Simpson

Investment Advisor Representative

(352) 350-2008

Born on Ft. Carson, just outside of Colorado Springs, Colorado, Joshua grew up in a military family and spent his youth living all over the country, meeting all different types of people.

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Keith A. Simpson, MBA, joined Lake Advisory Group in 2009. Prior to joining Lake Advisory Group Keith was a Financial Advisor at Merrill Lynch and MetLife. Keith graduated from Park College with a B.S. in Management.

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