What clients say.

“For years I told myself my finances were ‘good enough,’ but deep down I wasn’t sure anyone was really looking at the whole picture. Working with Chris changed that. He took the time to understand not just my accounts, but what I actually wanted the next chapter of my life to look like. We simplified a lot of things I’d overcomplicated for a decade and put a real plan in place for retirement — and for the first time, I feel like someone is genuinely in my corner. My only regret is not making the move years sooner.

I also can’t say enough about Sarah Ploskonka on his team. She stays on top of every detail, gets back to me faster than I expect, and never lets anything slip through the cracks. With the two of them looking after things, I finally feel like I can stop worrying and just enjoy this stage of life.”

“I am so happy that I have my assets with Chris and Lake House. My former broker is a lovely person, but missed some key opportunities for me. Chris and I recently tweaked my portfolio and established a five-to-ten-year plan that will serve me well in my retirement and into advanced age, and has given me a real sense of security in this uncertain world.

I would be remiss if I did not also mention Sarah Ploskonka, his associate. She is friendly, responsive, efficient, and an altogether pleasure to work with. She and Chris make a great team!”

“After I sold my business, I suddenly had bigger decisions in front of me than anything I’d dealt with before, and honestly I was a little overwhelmed. Chris walked me through all of it patiently — no pressure, no jargon, just clear guidance and a steady hand. He helped me build a plan that takes care of my family today while leaving something meaningful for my kids down the road. I sleep a lot better knowing he’s keeping an eye on things so I don’t have to. The whole Lake House team treats you like a person, not a portfolio — I’ve already recommended them to a few friends, and I’ll keep doing it.”