Call Us Today! 855.578.1200 |

Call Us Today! 855.578.1200 |

Our Team


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

Wealth Advisor

Wealth Advisor Associate

Financial Planning Specialist

Seong-Hee Yoon


Director of Marketing

Associate Analyst

Client Service Associate
Operations Specialist