Advisors at this firm
Jeffrey B
Series 63, Series 65
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Jeffrey Brayton is a financial advisor at Lakeshore Financial Planning Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services, Inc. and Brayton Asset Management. Outside of his advisory role, he is also licensed as a life insurance agent. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios with mutual funds, ETFs, and other securities, employing both fundamental and technical analysis and offering clients discretionary trading authority.
Mark R
CFP®, Series 63, Series 65, Series 66
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Mark Romin is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Lakeshore Financial Planning Inc. since 2018. He previously worked at Brayton Asset Management and Raymond James Financial Services. Outside of advising, he contributes to social media efforts for a support company affiliated with his firm. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios and combines fundamental and technical analysis to tailor investment strategies aligned with clients’ risk tolerance and objectives.
Richard D
Series 63, Series 65
Saint Clair Shores, MI
Lakeshore Financial Planning Inc.
Richard Davenport is a financial advisor at Lakeshore Financial Planning Inc. in Saint Clair Shores, MI, with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services, Inc. and Raymond James Financial Advisors, Inc. for a combined 19 years before joining Lakeshore Financial Planning in 2018. Lakeshore Financial Planning provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and an investment club. The firm uses diversified model portfolios primarily composed of mutual funds and ETFs, employing both fundamental and technical analysis, and offers tailored advisory relationships with discretionary trading authority.
