Lake Water Advisory started from a desire to give high-earning families ignored by traditional institutions, personalized financial advice. With over a decade of experience, Dan had a greater vision to create a firm that was more closely aligned with his core values of transparency, fiduciary duty, integrity, trust and objectivity.
B.S in Finance at Florida Southern College
Certified Financial Planner ™ , Northwestern University
I've spent almost two decades helping families navigate the complexities of wealth management, specializing in retirement planning, estate strategies, and investments that goes beyond your traditional cookie-cutter advice. As a corporate retirement plan fiduciary, I work closely with business owners and executives to optimize their company benefits while ensuring they're maximizing every tax-advantaged opportunity available to them.
What drives me is building lasting relationships with clients who need more personalized advice—I'm here to help you protect what you've built and create a financial plan that works for you and your family.
Most of my spare time involves spending time with my wife Candice, daughter Lennon, and son Hayes. We currently reside in Lakewood Ranch, FL and love staying active and spending summer months in Skaneateles, NY.
B.S from Northern Colorado
JD from University of Virginia
MBA from University of Virginia
Eric is a licensed attorney in NY, CO, and TX with experience in estate planning, real estate law, family law, securities litigation, and investment management. He has practiced securities litigation at Labaton Keller Sucharow, served as a family law attorney through the Colorado Bar Association, operated his own estate planning law firm, and co-owned a successful accounting firm with his wife which they sold before moving to Lakewood Ranch. Eric also worked in wealth management at Wilmington Trust in New York City, supporting high-net-worth clients, and was a Summer Associate at Goldman Sachs.
Eric is outnumbered in the best way at home with his wife, two young daughters, and their female labradoodle puppy. A former NCAA Division I tennis player, he now enjoys coaching youth sports, playing lots of clay court tennis, running, and weightlifting. He also loves volunteering as a small-group leader at Grace Community Church. He is very passionate about making a difference in the lives of children through mentorship
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B.A from Bucknell University
J.D from Suffolk Law
Susie has over 20 years of experience in the financial industry. With a specialty in investments, retirement plans, client relations and compliance, Susie has served in many capacities including Private Clients Relationship Manager, Fiduciary Officer, Managing Director, Retirement Plan Education Specialist and Retirement Team Coordinator.
Susie holds her Series 7, 63 and NY State Life & Health Insurance Licenses as well as a law degree from Suffolk Law.
Susie lives in New Hartford, NY with her husband and 3 children. In her free time, Susie enjoys traveling, spending time outdoors, and being a dedicated sports mom.
