Christopher Lake, CFEI - President
                                            Lake Wealth and Insurance
Mr. Lake is the President and Founder of Lake Wealth and Insurance.  Founded in 2010 with a goal of providing transparent, financial services to employers, individuals and non profits.  Mr. Lake has over 20 years experience in Senior roles with Fortune 50 companies.  Applying this experience in the development of 21st Century investment and wealth management services.  Mr. Lake is a Certified Financial Education Instructor (CFEI), licensed Investment Adviser Representative and Department of Insurance licensed Insurance Broker.

 

 

 

Troy Patton, CPA - President
Archer Investment Corporation

 

Mr. Patton is the Managing Director and Founder of the Archer Funds established in 2005.  Current Assets under management are approximately $200 million.  Mr. Patton previously was CFO of a private corporation and senior auditor at Ernst & Young and graduated with a degree in Accountancy.

Steve Demas - Portfolio Manager
Archer Investment Corporation
Mr. Demas joined Archer in April 2009 as a portfolio manager. Prior to joining Archer, Mr. Demas was a Vice President and Manager with Morgan Stanley from 2000 - 2009.
John Rosebrough, CFA - Portfolion Manager
Archer Investment Corporation
Mr. Rosebrough, CFA  joined Archer in July 2010 as a portfolio manager.  Prior to joining Archer, Mr. Rosebrough managed investment portfolios for high net worth individuals, Employer retirement plans and foundations.  Mr. Rosebrough previously worked for Schwab Capital Markets and has obtained the Chartered Financial Analyst (CFA) designation.