Josh Lake CFP ®, CRPC ®

Josh’s practice focuses on wealth preservation strategies, investments, estate planning and retirement planning. He has 11 years of practice in the business with outstanding client satisfaction. Josh is a member of the Board of Directors of Breaking Free Thera-peutic Riding Center for Children with Special Needs, Norwich, OH and a member of the Miami Valley Down Syndrome Association (MVDSA) and Dads Appreciating Down Syndrome (D.A.D.S.). Josh is a Wright State University graduate and a member of the Finan-cial Planning Association, the Wright State University Alumni Association and the Miami Valley Down Syndrome Association.