Process-Driven Planning for Life’s Financial Journey

The Lakespire Group was established with the mission of delivering unparalleled customer service while upholding high ethical standards. As professionals holding both the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Financial Analyst® (CFA®) designation, we possess a comprehensive understanding of each client’s unique planning needs. Our commitment is to deliver suitable and comprehensive strategies designed to meet your financial objectives.

Lakespire
Why we're different
Our Team

Get better acquainted with us and how we can help you

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Daniel Pan
Daniel Pan, CFA®
Vice President, Wealth Management Financial Advisor
Joe Marinaccio
Joseph Marinaccio, CFP®
Financial Advisor First Vice President, Wealth Management
Shannon Rouzier
Shannon Rouzier
Senior Registered Client Relationship Associate
Jennifer Nater
Jennifer Nater
Senior Client Service Associate

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

A pragmatic approach to wealth management
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Helping you manage your financial success
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Confidently manage your new assets with the guidance of our experienced team
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Helping you and your family prepare for the coming years in retirement.
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Unique solutions for business owners and entrepreneurs.
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What we do in life, echoes in eternity.
Maximus Decimus Meridius

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