top of page
About Wyatt
The Healthcare Financial Advisor
"I view wealth management not just as numbers on a spreadsheet, but as the foundation of your peace of mind.
Growing up in Southeast Michigan, I watched my mother work incredibly hard as a nurse to raise my two brothers and me. I saw firsthand the immense dedication, long shifts, and deep care she poured into her patients—and the unique financial complexities that came with a demanding medical career.
That early lesson in dedication and stewardship shaped my entire approach to financial planning. I founded Lakepoint Wealth Partners to provide the clear, honest, and independent fiduciary guidance that healthcare professionals and their families truly deserve."
Professional Journey & Fiduciary Commitment
With a career built on institutional experience, I transitioned to independent advice to ensure my clients' interests always come first.
-
Founder & CEO of Lakepoint Wealth Partners: Established to deliver independent, conflict-free wealth strategies designed for the healthcare community.
-
Institutional Background: Years of rigorous training and experience at JP Morgan Chase & Raymond James.
-
Academic Foundation: Earned a Bachelor of Business Administration in Finance with a minor in Economics from Western Michigan University.
Life Beyond Investments
When I’m not helping clients optimize their portfolios. I focus on staying active and enjoying life in Michigan:
-
Staying Active: Regularly playing Golf, Pickleball, or long walks with friends and family.
-
Mind & Strategy: Keeping my strategic thinking sharp over a game of chess.
-
The Great Outdoors: Unwinding and recharging with long walks or bike rides outdoors. Recharging out on the water, boating, and enjoying pure Michigan lake days with family and friends.
bottom of page