Lake Water Advisory, LLC

Daniel Bennett is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Lake Water Advisory, LLC. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., MML Investor Services, LLC, and Mass Mutual Life Insurance Company. Outside of his advisory work, he is also an independent insurance agent representing various companies. Lake Water Advisory serves individuals, businesses, and retirement plans, managing approximately $60.5 million across 162 client relationships. The firm employs a long-term investment approach using low-cost mutual funds, ETFs, and occasionally individual stocks or bonds, combining fundamental and technical analysis while maintaining continuous personal contact with clients.

Eric Kinsey is a financial advisor at Lake Water Advisory, LLC with a Series 65 designation and approximately one year of industry experience. His background includes roles at Labaton Keller Sucharow, Ranch Capital Advisors, and Wilmington Trust, as well as legal and accounting experience through his own law and CPA firms. Outside of advising, he operates Kinsey's Kitchen, LLC. Lake Water Advisory serves individuals, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm manages around $60.5 million for approximately 162 client relationships, utilizing low-cost, diversified mutual funds and ETFs alongside individual securities, with a long-term investment approach.