Our Approach
We help business owners and families bring order to financial complexity. That means aligning your business decisions, personal planning, investments, and tax strategy into one clear, coordinated plan. We work alongside your CPA and other advisors so nothing gets missed and nothing works at cross purposes. As your life and business evolve, we stay with you—adjusting, refining, and helping you move forward with clarity and intention.
Meet the Team
“An investment in knowledge
pays the best interest.”
Asa Lakeman
CERTIFIED FINANCIAL PLANNER™
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
Jenna Kuzmicz
Client Services Manager
Jenna Kuzmicz is the Client Services Manager at Lakeman Financial, where she oversees client service and day to day operations to ensure a seamless, responsive experience for every client. She holds a bachelor’s degree in public relations, with a minor in business management, from Michigan State University. With a background in client facing roles, Jenna brings strong communication skills, attention to detail, and a people first approach to her work. Outside of the office, she enjoys exploring new coffee shops and finding her next favorite iced latte.
Sunni
Chief Happiness Officer (CHO)
Sunni specializes in greeting visitors, boosting office morale, and making the day better for everyone who stops in.
When she’s not working, she enjoys treats, naps, and keeping an eye on the office.
