Lakeridge Wealth Management LLC

Michael Banks is a financial advisor with Lakeridge Wealth Management LLC in Boulder, CO. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at Cetera, FlanderMeyer Financial LLC, and Financial Network Investment Corporation. Banks is also a non-fiction book author and volunteers with conservation nonprofits such as the World Wildlife Fund and The Nature Conservancy. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based investment approach and builds customized portfolios primarily with ETFs and mutual funds.

Kayla Stowe is a CFP® professional with 14 years of experience in financial advising. She currently works at Lakeridge Wealth Management LLC and has previous experience with Cetera Advisor Networks LLC and Private Client Services. Stowe serves on the board of the Northeast Ohio Financial Planning Association chapter, contributing to continuing education program planning. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, businesses, and charitable organizations. The firm employs a fundamentals-based, long-term investment approach using primarily ETFs and mutual funds, with portfolios customized to clients’ goals and risk tolerance.

Robert Quinlan is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Cetera Advisor Networks and Financial Solutions Planning & Investments. Quinlan also serves as a power of attorney and trustee for a family member. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamentals-based investment approach, primarily using ETFs and mutual funds, and conducts ongoing due diligence on recommended managers and holdings.

Travis Flandermeyer is a financial advisor with Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 66 designation and 18 years of industry experience. He co-founded Doctor's Financial Resource, a wealth management service tailored to medical professionals, and is also co-founder of Financial Solutions Planning and Investments. His prior experience includes roles at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a primarily long-term, fundamentals-based investment approach with portfolios constructed mainly from ETFs and mutual funds, supported by ongoing due diligence and institutional relationships.

Julie Distler is a financial advisor at Lakeridge Wealth Management LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Cetera Advisor Networks LLC and AmTrust Financial. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals, risk tolerance, and time horizon.

Shae Saxton is an investment advisor representative with Lakeridge Wealth Management LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at Fidelity Investments and Flandermeyer Financial, LLC. Saxton is also registered as a representative with Private Client Services and is licensed to sell life, disability, and long-term care insurance. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm primarily uses ETFs and mutual funds to build customized portfolios aligned with clients’ goals and risk tolerance.

Philip Messuri is a CFP® with 30 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC, having worked there since 2021, and has prior experience at Cetera Advisor Networks, Cetera Wealth Services, and National Planning Corporation. Outside of advisory work, he serves on the board of the Eastern Sandoval Citizens Association and is an alumni member of the Sandia Peak Ski Patrol’s investment committee. Lakeridge Wealth Management LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, fundamentals-based investment approach, constructing customized portfolios using ETFs, mutual funds, and independent managers.

Dalton Herrin is a financial advisor at Lakeridge Wealth Management LLC in Albuquerque, NM, holding a Series 65 designation with two years of industry experience. His prior roles include work at Rocky Mountain Conservancy and operating as a sole proprietor. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized, long-term, fundamentals-based portfolios aligned with clients’ goals and risk tolerance.

Brandon Kane is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Lakeridge Wealth Management LLC and has held positions at firms including Wells Fargo Clearing and Cetera Advisor Networks. Outside of his advisory role, he serves as the registered agent for a nonprofit basketball club in Colorado. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations through discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a long-term, fundamentals-based approach and primarily builds portfolios with ETFs and mutual funds, incorporating independent managers as appropriate.

Brian Distler is a financial advisor with Lakeridge Wealth Management LLC, holding a Series 66 credential and over 20 years of industry experience. His prior roles include positions at Cetera Advisor Networks, NMS Wealth Management, Chase Investment Services, and Ameriprise. Distler is involved in managing his advisory practice as well as placing fixed insurance products for clients. Lakeridge Wealth Management serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamentals-based investment approach, primarily using ETFs and mutual funds, and maintains institutional custody relationships alongside ongoing due diligence.

Joshua Hovda is a CFP® professional with 13 years of industry experience, currently serving at Lakeridge Wealth Management LLC. He previously worked at Cetera Advisor Networks LLC and Private Client Services. Outside of his advisory role, he is owner of a personal LLC that manages his business income and expenses, and he provides financial analysis services at Los Alamos National Laboratories. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations by offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios tailored to clients’ goals and risk tolerance, and manages accounts through a long-term, fundamentals-based investment approach.

Connie Lee is a CFP® and CFA® currently with Lakeridge Wealth Management LLC, bringing one year of industry experience. Prior to joining Lakeridge, she worked for National Technology & Engineering Solutions of Sandia, LLC for 14 years. Lakeridge Wealth Management LLC serves individuals, trusts, estates, businesses, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm uses primarily ETFs and mutual funds to build customized portfolios based on clients’ goals and risk tolerance, and conducts ongoing due diligence on recommended managers and holdings.