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George D
Series 63, Series 66
Overland Park, KS
Glass Lakes Capital Management LLC
George Daimler is a financial advisor at Glass Lakes Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CFO Capital Management, LLC, United Planners' Financial Services of America, Cruice Investment Advisors, Ltd., and several healthcare companies. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and educational seminars. The firm uses a Core + Satellite investment approach combining passive index funds with active positions and operates a wrap fee program with discretionary and nondiscretionary management options.
Joel H
CFP®, CFA®
Overland Park, KS
Glass Lakes Capital Management LLC
Joel Hamilton is a CFP® and CFA® with nine years of industry experience. He has been with Glass Lakes Capital Management LLC since 2017, following a year at Keen Wealth Advisors. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related implementation services. The firm uses a Core + Satellite allocation approach combining passive indexed core holdings with active satellite positions and provides complimentary educational seminars on personal finance and investing.
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