Get a Clear View of Your Financial Future
Reed Lake was built on integrity and honesty. We help you see the big picture, looking beyond financials and figures to focus on your life goals and legacy.
We look beyond your investment portfolio and help you see the big picture. And we stay on top of your financial plan by being proactive about making decisions.
We want to help you feel that your financial future is in a safe, secure place. For us, doing our job well means taking the weight of uncertainty off of your shoulders.
We’re committed to helping you feel secure about your finances.
We use advanced and efficient technology to provide you with the best service.
We are there when you need us - organized and ready for action.
We believe in doing what we say, and we don’t make promises we can’t keep.
Chris Jones has more than 30 years of experience in financial services and wealth management, providing objective advice for families, professionals, and closely held businesses. Michael Irvin, who has more than 15 years of banking and finance experience, joined the firm in 2022. He works primarily with small business owners and high net worth individuals to develop and implement holistic strategies.
Managing Partner
Private Wealth Advisor
Partner
Private Wealth Advisor
Practice Manager
Client Service Manager