Financial Services Professional & Financial Literacy Advocate

Christopher Lake is an NFEC Certified Financial Education Instructor.

Chris has over 20 years experience as a senior business executive and financial consultant. He is married, active in his community and has two children. Chris attended the University of South Florida in Tampa, receiving a four year golf scholarship to support his degree in international studies and business.

After living in Tampa for 18 years, Chris returned to his hometown of Marshall, Illinois and established two companies – Lake Wealth Consultants and Lake Insurance Strategies – to offer 21st century investment and retirement planning services to clients who demand more from their financial advisors. He is a Certified Financial Education Instructor, licensed investment and insurance advisor.

Chris has established his financial and insurance services to include: Employer and Individual retirement planning, farm planning, senior Medicare insurances, life & health Insurance, estate planning, college funds, 401K, IRA, stocks, bonds, ETF, annuities and dynamic education programs for members of the community. As a full service wealth manager, clients receive the most up to date and friendly wealth management advice available.

Lake Wealth and Insurance currently serves Illinois and Indiana. His clients include companies, individuals and non profits. Chris’ ultimate goal is to provide “straightforward and user friendly” financial services. His experience working with top companies, executives and individuals has given him the experience to educate his clients and empower them to make good, sound financial decisions.

Favorite quote: “The best time to plant a tree was 20 years ago, the second best is today”. Chris believes the same can be said regarding financial planning.