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
LPL Financial Advisor

Lisa VanArsdale
LPL Financial Advisor

Kristy Whitaker
Director of Client Relations

Susan Fargo CFP®
Director of Operations

Adrianna Sims
Administrative Assistant

Heidi VanArsdale Little
Administrative Assistant

Maverick
Certified Emotional Support Dog