Our Team

The Lakeview Team

Lakeview Wealth Management has a team that is accessible and accommodating. Our team is dedicated to helping individuals and families apply principles of long-term financial planning. We strive to provide best-in-class service by taking time to know our clients on a personal level. Our team has been working together for many years which enables us to be confident we are providing a positive client experience.

To learn more about each of our team members, please click below.

Judy VanArsdale - Lakeview Wealth Management

Judy VanArsdale
LPL Financial Advisor

Lisa VanArsdale - Lakeview Wealth Management

Lisa VanArsdale
LPL Financial Advisor

Kristy Whitaker - Lakeview Wealth Management

Kristy Whitaker
Director of Client Relations

Adrianna Sims - Lakeview Wealth Management

Adrianna Sims
Administrative Assistant

Heidi VanArsdale Little - Lakeview Wealth Management

Heidi VanArsdale Little
Administrative Assistant

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Katie Krettler
Administrative Assistant