Beyond Wealth Advisors

Our Mission

To personally help you become financially free, build wealth and live your dreams!

Our Value Proposition

SIMPLIFY. GUIDE. INSPIRE.

Simplify Your Life - Personal Guidance - Inspire Confidence

As a financial team with unique specialties, we help our clients Simplify their lives through personalized Guidance while Inspiring confidence to help them reach their goals.

close

Team photo for Beyond Wealth Advisors
Team photo for Beyond Wealth Advisors

View Larger


Advisors

Joshua J Lake

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Beyond Wealth Advisors
Visit Joshua J Lake's website

Daniel Damore

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Daniel Damore's website

Lauren Morgan

BFA, CDFA®, APMA, CMFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Lauren Morgan's website

Robert Wales

Financial Advisor

Visit Robert Wales's website

Cassondra L Salazar

CFP®, APMA

Financial Advisor

Visit Cassondra L Salazar's website


Team

Brandy Kmetz

Brandy Kmetz

Client Service Coordinator

Roles & Responsibilities

  • Schedule Management
  • Client Visit Specialist
  • Office Administration
View more
Brianna Fedak

Brianna Fedak

Marketing Manager

Roles & Responsibilities

  • Event Planning
  • Social Media
  • Marketing Materials
View more
Caleb Maletta

Caleb Maletta

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
View more
Jackie Cain

Jackie Cain

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Business Processing
  • Client Services
  • Client Visit Follow-up
View more
Kelli Sedwick-Drummond

Kelli Sedwick-Drummond

Client Concierge,

Event Planner

Roles & Responsibilities

  • Client Visit Service
  • Client Relationship Management
  • Office Administration
View more
Kinsey Kinder

Kinsey Kinder

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
View more
Shannon Yeary

Shannon Yeary

Operations Director,

Chief Operating Officer of Beyond Wealth Advisors

Roles & Responsibilities

  • Administration & Operations
  • HR & Accounting
  • Procedure Development & Implementation
View more