Lakewood Asset Management, LLC

Michael Lannan is a CFA® charterholder with 19 years of industry experience. He has worked at Lakewood Asset Management, LLC since 2018 and previously spent 12 years at Securus Investment Management, LLC. He serves on the investment committee of a family foundation and volunteers with the LaGrange Police Pension Board. Lakewood Asset Management provides investment and wealth management services primarily to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up, fundamental investment process focused on long-term, value-oriented strategies.

Catherine Lannan is a financial advisor at Lakewood Asset Management, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. from 2021 to 2023. Lakewood Asset Management provides investment and wealth management services primarily for individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up, fundamental investment process with a long-term, value-oriented strategy focused on companies trading below intrinsic value.

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services Inc since 2005. Lakewood Asset Management provides investment and wealth management services primarily for individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up, fundamental investment process focused on long-term, value-oriented strategies targeting companies trading below intrinsic value.

Todd Mick is a financial advisor at Lakewood Asset Management, LLC in Naperville, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Lakewood Asset Management since 2015. Lakewood Asset Management provides investment and wealth management services primarily for individuals, including high net worth clients, as well as families, trusts, estates, charitable organizations, and retirement plans. The firm employs a bottom-up, fundamental investment process and a long-term, value-oriented strategy focused on companies trading below intrinsic value.