Call Us Today! 855.578.1200 | info@greatlakeswealth.us

Call Us Today! 855.578.1200 | info@greatlakeswealth.us

Our Team

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Collaborating on your behalf

At Great Lakes Wealth, you’ll find a well-established team of financial industry experts. Collaboration, teamwork and knowledge sharing are ingrained in our culture, enabling us to apply our collective strengths to the most important task at hand – helping you vigorously pursue the goals that are important to you. Our clients are at the center of all we do!

Chief Executive Officer
Chief Investment Officer

Director of Operations
Chief Compliance Officer

Senior Wealth Advisor

Financial Planning Specialist

Associate Analyst
Riskalyze Specialist

Client Service Associate
Operations Specialist

Wealth Advisor

Seong-Hee Yoon

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Director of Marketing