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What Do You Want Your Money to Do for You?

This simple question is where Keith Simpson begins building the strategy for your wealth management.

This may sound like a simple question, but it’s the question Keith Simpson of Lake Advisory Group asks every client, to help you form a strategy for your wealth management.

Your priorities become his priorities; your concerns become his concerns. He is available when you need answers. You can call him anytime on his cell phone. Keith wants to be your trusted advisor.

Some of the ways Keith can help you:

  • Portfolio Management
  • Annuities
  • Insurance Reviews
  • Estate & Gift Tax Planning
  • Stock Options Planning

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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