Our Mission

With our unique abilities, help those who seek our financial guidance, maintain our guiding principles, and make a positive impact on our community.

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.


Our advisors

Joshua J Lake

CFP®, CRPC, APMA

Private Wealth Advisor

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

Daniel Damore

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel Damore Visit Daniel Damore's website

Lauren Morgan

BFA, CDFA®, APMA, CMFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Lauren Morgan Visit Lauren Morgan's website

Cassondra L Salazar

CFP®, APMA

Financial Advisor

Learn more about Cassondra L Salazar Visit Cassondra L Salazar's website

Deondre Thompson

Associate Financial Advisor

Learn more about Deondre Thompson Visit Deondre Thompson's website

Sydney Dixon

Associate Financial Advisor

Learn more about Sydney Dixon Visit Sydney Dixon's website


Our team

Shannon Yeary

Shannon Yeary

Operations Director,

Chief Operating Officer of Beyond Wealth Advisors

Roles & Responsibilities

  • Administration & Operations
  • HR & Accounting
  • Procedure Development & Implementation
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Jackie Cain

Jackie Cain

Client Service Specialist,

Office Manager

Roles & Responsibilities

  • Business Processing
  • Client Services
  • Client Visit Follow-up
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Brandy Kmetz

Brandy Kmetz

Client Service Coordinator

Roles & Responsibilities

  • Schedule Management
  • Client Visit Specialist
  • Office Administration
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Kinsey Kinder

Kinsey Kinder

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
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Brianna Fedak

Brianna Fedak

Marketing Manager

Roles & Responsibilities

  • Event Planning
  • Social Media
  • Marketing Materials
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Kelli Sedwick-Drummond

Kelli Sedwick-Drummond

Client Concierge,

Event Planner

Roles & Responsibilities

  • Client Visit Service
  • Client Relationship Management
  • Office Administration
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Caleb Maletta

Caleb Maletta

Paraplanner

Roles & Responsibilities

  • Client Service Specialist
  • Money Movement
  • Database Management
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