Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck
Plan Your Legacy Like No One Else
Plan to Live Like No One Else
Plan to Build Like No One Else
Plan to Grow Like No One Else
Plan to Give Like No One Else
Plan Your Legacy Like No One Else
Plan to Live Like No One Else
AREAS OF INTEREST
What Can We Assist You With?
Financial Planning
A strong financial plan is the foundation for your future goals. At Park Lake Advisors, we offer customized financial planning that adapts to your evolving needs—no matter if you’re focused on one milestone or your entire financial picture. We’ll help you develop a flexible strategy that grows with you and supports every stage of your life.
Investment Management
Effective investment management means more than just tracking returns. Our team creates easy-to-understand, efficient portfolios designed to keep your goals, risk tolerance and cash flow needs in focus. With transparent pricing and clear communication, we help you invest with confidence and clarity.
Financial Education
Enhance your financial literacy with our Five-Minute Finance educational videos and resources. Whether you’re seeking answers to common questions or want to deepen your understanding of financial topics, our engaging content is here to guide you. At Park Lake Advisors, we make learning about finances simple and accessible.
Investment Advisors & Financial Planners
At Park Lake Advisors, we deliver personalized financial planning and investment management designed to help you achieve your individual and family goals. Whether you need comprehensive financial advice, investment portfolio guidance, or tailored strategies for major life events like retirement or education planning, our advisors partner with you to develop solutions that evolve with your changing needs.
We take the time to understand your unique financial situation, provide clear and objective recommendations, and support you in making confident decisions about your money. Our client-first approach means your goals and peace of mind are always our top priority.
Meet with us in-person at our convenient Okemos and Lansing, Michigan locations, or connect virtually from anywhere in the country. Our advisors are licensed to serve clients in California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas, and Virginia. Wherever you are, we’re committed to helping you plan, invest, and build a secure financial future.
Read Our Blog
- The KISS Principle
Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep… - House Buying – A Big Commitment
Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what their formulas say that you can afford. Before committing to buy a home, it’s important to consider other important factors. - Pros and Cons of REITs
In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form of real estate investment designed… - Five Lessons Football Teaches Us About Finances
Football season is (finally) here. For those of us that love the game, it’s one of the best times of the year. For those that love those of us that love the game, there’s a mutual understanding that football season… - We All Scream For Ice Cream!
We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In fact, due to scheduling, there will likely be… - 3,453 Day Bull Run
On Wednesday, the bull market turned 3,453 days old. By most definitions, that is the longest bull run on record. Since the financial crisis bottomed on March 9th, 2009, the S&P 500 has risen more than 300%. Quite a historic… - Ten Free Tips To Financial Freedom
I sometimes get asked to dispense with some free financial advice. Frankly, there are times when it doesn’t make sense for someone to pay a financial planner to put a plan together (sacrilegious, I know!). In those cases, the person… - Ten Steps To Paying Off Your Debt
Getting into debt can seem like a very easy thing to do. Outside of home or car loans, it’s not something that usually happens overnight. It takes time for the debt to build. Whether you owe money on credit cards,… - “How To Become A 401(k) Millionaire” Rebuttal
How to Become a 401(k) Millionaire – A Rebuttal I read an article the other day entitled “How to Become a 401(k) Millionaire“. The premise of the article (if you don’t want to take the time to read it) is… - Fiduci-what? Who Are Fiduciaries? Plus Five Basic Principles of Fiduciary Duty
This post isn’t directed as something that the average person is probably interested in. It is truly intended for business owners and fiduciaries of retirement plans. If that is you (or you happen to be abnormally interested), read on. If… - 8 Little Known Ways To Save Money On Vacation
8 Little Known Ways To Save Money On Vacation There is something special and relaxing about vacation. People love planning for it, talking about it and dreaming about it. (Interestingly enough, there have been studies done that demonstrate that people… - Madness in March
It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for those good enough, an invitation to participate in… - La Mort Et Les Impots
La Mort Et Les Impots Benjamin Franklin once wrote: “Notre constitution nouvelle est actuellement établie, tout paraît nous prome promettre qu’elle sera durable; mais, dans ce monde, il n’y a rien d’assure que la mort et les impôts.” I never knew… - Market Chaos and Your Portfolio
Market Chaos and Your Portfolio Holy Volatility! It has definitely been a rocky week since our last blog post. Since that time, we’ve seen: Friday – 02/02/2018 – DJIA Plunged 666 points (2.5%) Monday – 02/05/2018 – DJIA Plunges 1597 points before… - FREE DINNER!!!
Free Dinner Seminar & Complimentary Dinner PresentationSecrets Revealed It appears that it’s that time of the quarter again. If you haven’t received it in the mail yet, there’s a good chance you will soon. It’s an almost too-good-to-be-true offer: FREE…
Let’s Connect!
Home Office/Mailing Address
3303 W. Saginaw Street, Suite C1
Lansing, Michigan 48917
Phone: (517) 887-9905
Downtown Okemos Office
2109 Hamilton Road, Suite 130A
Okemos, Michigan 48864
Email: info@parklakeadvisors.com
Business Hours
Monday – Saturday: by appointment