Lakeshore Wealth Management LLC

Jessy Stoecklein is a financial advisor at Lakeshore Wealth Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Beyond Wealth Advisors and Raymond James Financial Services, Inc. Outside of advisory roles, her background includes positions in banking and refrigeration. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across a range of products. The firm uses asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies, frequently employing unaffiliated sub-advisors for portions of client portfolios.

Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.

Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Advisors. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, and utilizes unaffiliated sub-advisors for private alternative investments and structured products.