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.
.png)
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.
Derek has worked in many roles within the financial industry – as a paraplanner, senior analyst, portfolio manager and financial advisor.
Previously, Derek was a key employee at one of the fastest-growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he was in charge of managing over $3.8 billion in assets.
Derek holds the designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). In 2015, he appeared on the Think Advisor 30 under 30 list, named a young professional transforming the industry.
Andrew has spent nearly 10 years scaling one of the fastest-growing Registered Investment Advisory firms in the country, giving him a unique vantage point in the industry.
With a passion for helping deliver smart, affordable financial advice, he has coached and trained hundreds of financial advisors on what it takes to build a successful practice and better serve their clients.
In addition to holding his Series 65 securities license, Andrew is also a licensed public accountant, cutting his teeth in the finance world at one of the largest CPA firms in the country.
Ben has had the pleasure of working in various roles within the financial industry for many years. He gained valuable experience previously working at one of the fastest-growing private companies in America (ranking as high as #10 on Inc. 500’s list), where he led a team of financial planners who ran plans for advisors across the country.
Ben received his CERTIFIED FINANCIAL PLANNER™ designation in 2018.
