Team - Lakewood Wealth Management

Our Team

We are fiduciaries that act in your best interest, period. Our advisors spend time listening and asking questions; tailoring your financial plan to your personal values and goals. Our team has various backgrounds in finance and accounting, and experience working with a variety of complex financial situations. We use a team approach to make sure you receive the best experience possible.

Harrison Kennard, CFP®

Financial Advisor & Founder

Nick Dreyer, CRPC

Financial Advisor

Charlie Dobben

Financial Advisor

Nick Raich, CFA

Contracted Investment Analyst

Emily Bowen

Tax Advisor

Shaun Smyth, CFA

Health Insurance Advisor

Samantha Wright

Office Manager

Caitlyn Mercer

Administrative Assistant

Michele Stacy

Marketing Assistant

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Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, IN, MI, MT, NV, OH, TX, WA, WI. Cambridge and Lakewood are not affiliated. Fixed insurance services offered through Lakewood Wealth Management. Customer Relationship Summary Form (CRS)