MEET OUR FOUNDER
The team behind Lake Point Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
INVESTMENT ADVISER REPRESENTATIVE
PRESIDENT AND FOUNDER
As an investment adviser representative held to the fiduciary standard, Reid Johnson’s personal mission is to help retirees and pre-retirees feel confident in their finances so they can enjoy a comfortable retirement.
With more than 20 years of industry experience, Reid works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals.
Reid is registered as an Investment Adviser Representative (IAR) and holds life and health insurance licenses in Texas. Reid studied business finance at the University of Utah and received his Bachelor of Applied Arts and Sciences from Texas A&M Commerce.
He is passionate about helping people create income during retirement, maximizing social security benefits and planning their best retirement. Reid hosts regularly scheduled live speaking engagement and virtual presentations to help people prepare for what’s ahead. He has been published or quoted in several media outlets such as Wall Street Select, CNN, the Star Telegram, and Kiplinger.
In his free time, Reid enjoys playing golf and spending time with his wife, Danielle, his sons, Ethan and Kelton, and his daughter, Adilyn, on Lake Ray Hubbard near his home in Rockwall, Texas.
READY FOR YOUR COMPLIMENTARY REVIEW?
WELCOME TO Lake Point Advisory Group
MEET OUR TEAM
Investment Committee
Chief Executive Officer
JOSHUA WILSON, CMT®, AIF®
Lake Point’s leader joined our team in November of 2019, but he’s not your typical financial executive. Joshua grew up humbly in rural Alabama, in a county known for having a 26% high school dropout rate and among the state’s highest poverty rates. He quietly worked long hours on a nearby farm and at his father’s junkyard, where he learned grit and the value of hard work. Despising not the days of small beginnings (Zechariah 4:10), Joshua went on to honor his family and faith during the graduation speech he gave on the day he became the first Ivy League graduate in his county’s history.
Joshua has been ranked by Forbes as one of the top advisors in Texas and one of the top “Next Generation” wealth advisors in America. Speaking regularly at top advisor and family office conferences nationally, he has come a long way since growing up the son of a minister on a farm in rural Alabama.
As a senior member of the investment committee, Joshua leans on his prior experience as the Chief Investment Officer of a firm he led to their first national-rankings in Forbes, the Financial Times, etc. He is a Chartered Market Technician® (CMT) credential holder, an Accredited Investment Fiduciary® (AIF) credential holder, and specializes in the use of technical analysis and advanced risk management techniques.
Earlier in his career, Joshua earned accolades at TD Ameritrade, where he served in a variety of roles including manager, responsible for over $2B in assets. He also led the national training and development program for all of TDA’s new advisors and managers and won a national coaching award. Known as a talented public speaker since giving his graduation speech at Brown University, Joshua was leveraged by TDA to teach skills classes to its entire advisor force and travel the country extensively to represent the firm. He taught on stage in front of thousands of beginning and intermediate investors, and also educated sophisticated investors who paid to learn trading and charting techniques from him.
Joshua earned a B.A. from Brown University, an M.S. from Salve Regia University, and is a PhD candidate at Oklahoma State University with a research interest in Behavioral Finance & Economics. He earned his B.A. from Brown University and his M.S. from Salve Regina University. In his free time, he enjoys playing guitar and singing, sports with family, taking his Beagle puppy, Pippa to the park and struggling at golf.
Chief Investment
Officer
Rob Emrich
Rob has over 20 years of investment experience. Rob began his financial services career in 2000 as a financial advisor with Morgan Stanley. He has since worked in the fields of consulting services and money management, including his work as Vice President with Alliance Bernstein and Director with Janus Capital, where he raised over $1 billion for these investment managers. In 2007, Rob completed the Certified Investment Management Analyst (CIMA) program at the University of Pennsylvania’s Wharton School of Business. In 2010, he developed an algorithmic commodity trading system and ran a portfolio for four years, trading over $4 billion in notional value of oil and gas, interest rate and foreign currency futures.
Rob is currently involved in developing and managing investment strategies, including the use of index options for hedging market risk and volatility. Rob graduated from Towson University in 1997 with a B.S. in Business Administration. He has been involved in the Austin community as a lacrosse coach and donates his time to helping animals at Thundering Paws Animal Sanctuary. He resides in Austin with his wife, Nicole, and their two children.
Senior Portfolio
Manager
John Elder, Ph.D.
John founded the world’s most experienced data science company, Elder Research, 25 years ago. He has led teams to solve tough challenges in areas as diverse as timing markets, detecting fraud, revealing insider threats, forecasting events, diagnosing illness, and discovering a new drug. John has co-authored three books – on data mining, text mining, and ensembles – two of which won the PROSE “book of the year” in Mathematics or Computer Science. He was a discoverer of the target shuffling and ensemble breakthroughs, chairs international conferences, and is a popular keynote speaker, illuminating complex topics with clarity and humor.
Dr. Elder is an (occasional) Adjunct Professor of Engineering at the University of Virginia and a frequent invited lecturer at the Darden Business School. He was honored to serve five years, at the request of President Bush, on a panel to guide technology for national security. On a personal note, John is grateful to be a follower of Christ and the father of five.
Senior Portfolio
Manager
Michael Reddington
Mike is CIO of Grove Hill Partners (GHP), LLC, a quantitative investment firm. Mike is responsible for all aspects of the quantitative modeling process and maintaining the proprietary analytic platform necessary for GHP’s investment strategies. Mike is also a Senior Data Scientist with Elder Research. Prior to launching Grove Hill Partners, Michael was a Managing Director at SkyBridge Capital from 2014 to 2016 and also co-founded RFI Investments, LLC, an affiliate of Rafferty Holdings in 2012. Prior to that, Michael was President of MVP I, LLC and sub-advisor to MVP II, Ltd, a Cayman based fund from 1994-2003. He was also Managing Partner of Kerry Associates, LLC from 1990-2009 where he was responsible for all areas of quantitative research and portfolio management. During his tenure at MVP I, LLC, Michael managed a portfolio of approximately $230 million in an actively traded quantitative strategy. During this decade MVP I returned 18.84% net average per year without using leverage. Michael earned his Bachelor of Science degree in finance from New York University and his MBA from Long Island University.
Senior Advisor to the Investment Committee
Archan Basu, CFA
Archan holds a B.A. in Applied Mathematics from Harvard University, an MBA in Finance from M.I.T., and is a Chartered Financial Analyst (CFA). He has served Fidelity Institutional Asset Management as Head of Portfolio Construction Guidance, JP Morgan Private Bank as Global Head of Portfolio Construction, and was the founder and CEO of LifeHarbor, Inc, a FinTech portfolio construction technology he later sold to Vestmark.
Wealth Management
Investment Advisor Representative
CARTER BROWER
Investment Adviser Representative
Carter Brower is committed to helping clients work toward their long-term investment objectives through a total wealth management process. He currently assists with client servicing requests and account reviews.
Carter got his start in the industry over 20 years ago and held positions at some of the largest financial institutions in the world, including Citigroup, Wells Fargo and the Royal Bank of Canada. As a director of fixed income investments, Carter served a broad range of clientele, ranging from wealth management clients to large institutions.
Carter has passed the Series 63 and 65 securities exams and holds life, accident and health insurance licenses in Texas. He is registered as an Investment Adviser Representative (IAR). Carter is currently located at Lake Point Advisory Group’s Rockwall, TX office.
Investment Advisor Representative
DAVID A. MAXWELL
Investment Adviser Representative
In 2008, David Maxwell joined the firm with a passion for helping clients to develop effective cash-flow solutions and asset-preservation strategies.
David has passed the Series 65 securities exam and is registered as an Investment Adviser Representative (IAR). David is a key component to our Fort Worth and Granbury office locations. He resides in Midlothian with his wife, Rome, and their four children: Quinn, Kiely, Milan, and River. He attended school at the University of North Texas and sought a degree in finance with a minor in real estate.
Investment Advisor Representative
DAVID CAIN
Investment Adviser Representative
With more than 25 years of experience in the industry, David Cain helps his clients to identify their financial needs and determine customized strategies that can help them work toward their financial goals.
David’s investment philosophy is to focus on reducing market risks by managing volatility, not focusing solely on market returns. He truly enjoys helping retirees with their cash management strategies, estate planning considerations, Social Security maximization and preserving their nest egg. He’s also assisted hundreds of educators in addressing issues that may affect their Teacher Retirement System benefit options.
David has passed the Series 65 securities exam and holds life, accident and health insurance licenses in Texas. He is registered as an Investment Adviser Representative (IAR). David is currently located at Lake Point Advisory Group’s Plano, TX office.
Born in Pittsburgh, Pennsylvania, David lived in McKinney, Texas, for 20 years. Now he and his wife, Kathy, live in Lucas, Texas, where they built their retirement home. The couple has three grown daughters: Morgan, Madison and Allyson.
David enjoys spending time with his family, golfing, hunting and gardening.
Lead Wealth Planner
ANNA APODACA
Anna Apodaca is committed to helping clients achieve their financial goals. She has a strong passion for the financial planning process and works with clients to create strategies that help them live comfortably and retire with confidence.
Early in her career, Anna earned accolades at TD Ameritrade, where she served in a variety of roles including Senior Financial Consultant where she managed over $500MM in client relationships. She also led the national training and development program for all new advisors and managers. She was able to move through the ranks over the years and was a Regional Director responsible for over $12B in assets across the Mid-South territory. As Regional Director, she led 12 branch locations and helped integrate associates from the Scottrade acquisition.
Anna earned a B.A. from The University of Texas at Arlington in Political Science. She has completed her course work for the Certified Financial Planner designation and plans to sit for the exam in July 2021. Anna is happily married and has a daughter that attends Louisiana State University. Anna has full professional proficiency in both the English and Spanish language.
Investment Advisor
Representative
RYAN OVERSTREET
Investment Adviser Representative
Ryan Overstreet joins Lake Point Advisory Group to open up the Utah division. He was previously the President of Secure Retirement Planning. He has over nine years of experience in the insurance and annuity industry. Ryan is a licensed insurance agent in Utah and Nevada. He has also passed the Series 65 securities exam and is registered as an Investment Adviser Representative in those same states.
Ryan proudly served the United States Marine Corps for four years. He enjoys golf, basketball and football, as well as spending time with friends and, most importantly, his family. He lives in South Jordan, Utah, with his wife, Leslie, and four children, Justice, Jaden, Jackson and Jensen.
Investment Advisor
Representative
KEN JONES
Investment Advisor Representative
Ken Jones has been a leader in the financial services industry for close to thirty years. Serving in a multitude of roles, he has focused primarily on helping preretirees and retirees map out an effective income distribution strategy so that they may realize their retirement dreams.
Additionally, Ken has a passion for assisting small and midsized business owners to help ensure that they are prepared for succession and are operating as efficiently as possible. Ken began his career in the investment business right out of school after working his way through Texas A&M University where he earned a Bachelors of Arts in Economics. He has been quoted in numerous financial publications and co-hosted a financial call-in show on KVIL Dallas radio for several years.
Ken has his Series 63, 65, and Life and Health Insurance licenses. He is located in the Lakepoint Advisory Group’s Dallas office. In his free time Ken enjoys acquiring, playing, and trading vintage guitars and equipment. He also enjoys spending time with the important people in his life including his 17 years old son Gus.
Investment Advisor
Representative
CHRIS HOUGHTON
Investment Advisor Representative
Chris graduated from Sam Houston State University with a Bachelors in Business Administration. Alongside his degree, he has also earned his Life & Health Insurance licenses. Chris chose to become an adviser because of his passion for helping people achieve their goals.
Chris and his wife, Hannah, have three girls: Lilian, Adeline, and Emily. When he is not in the office, he enjoys spending his free time watching and playing sports, such as wakeboarding and skiing, as well as spending time with his family.
Associate Advisor
Investment Advisor Representative
AARON BOYCE
Investment Adviser Representative
Aaron Boyce joined Lake Point Advisory Group in 2012. He guides clients along the financial decision-making path, helping them to create a well-thought-out strategy for retirement.
Before joining the firm, Aaron worked as a financial consultant, helping Houston area small business owners and educators design and manage tax-advantaged qualified plans.
Aaron has passed the Series 65 securities exam and holds life, accident and health insurance licenses in Texas. He is registered as an Investment Adviser Representative (IAR). Aaron earned a Bachelor of Science in accounting from the Marriott School of Business at Brigham Young University, where he studied finance, philosophy and logic. Aaron is currently located at Lake Point Advisory Group’s The Woodlands, TX office.
Aaron enjoys coaching youth sports, running in Mudder competitions and organizing service projects in the community. He spends his free time with his wife, Kristen, and four children, who love to travel, bike and play sports together.
Client Relations & Operations
Chief Compliance Officer
Tiffany Ramirez
Chief Compliance Officer
Tiffany Ramirez has more than 15 years of investment industry experience spanning hedge funds, private equity funds, and registered investment advisers. Her expertise includes legal and compliance, accounting and operations, and investor relations and marketing. Ms. Ramirez currently serves as the Chief Compliance Officer for Lake Point Advisory Group (“LPAG”), an investment advisory firm that manages assets for individual clients. She is also the founder of Adviser Solutions Group LLC, an independent consulting firm that provides compliance consulting services to investment advisers, hedge funds, and private equity managers.
Prior to joining LPAG, Ms. Ramirez was the Chief Operating Officer and Chief Compliance Officer for Renner Capital Partners LLC, a global long/short equity hedge fund manager. She spent three years with RGT Wealth Advisors (“RGT”), a Dallas-based comprehensive wealth advisory firm managing $4 billion in assets for managed account clients and private funds.
Ms. Ramirez was previously the Chief Compliance Officer of Kildare Partners (“Kildare”), founded by international financier Ellis Short. Kildare is a global private equity firm with offices in Dallas, London, Dublin, Luxembourg, Amsterdam, Frankfurt, and Milan. Since its establishment in 2013, Kildare has organized two funds with $4 billion of aggregate capital commitments for investment in real estate and related assets exclusively in Europe.
From 2006 to 2013, Ms. Ramirez was the Chief Compliance Officer and Director of Operations for Paradigm Advisors, LLC, a long/short equity hedge fund with a 20+ year history and peak assets under management of $450 million. Previously, Ms. Ramirez worked in mergers and acquisitions for Dallas-based TRT Holdings, a privately-owned diversified holding company. Ms. Ramirez began her investment career at Carlson Capital, LP, an alternative asset management firm that manages more than $20 billion across multiple hedge fund products.
Ms. Ramirez received her Bachelor of Arts in English from The University of Texas at Dallas (2004), where she is currently an MBA candidate.
Ms. Ramirez is active in the Dallas/Fort Worth investment community. She is a member of several professional organizations, including The Texas Hedge Fund Association, The DFW Compliance Roundtable, The National Society of Compliance Professionals, and Texas Wall Street Women. She currently serves as a board member for Texas Wall Street Women. She is married to an attorney and they reside in Dallas with two dogs who have been pitifully raised to believe they are human.
Operations Manager
Marketing Manager
Client Relations Manager
Coordinator
Scheduling Coordinator
Marketing Coordinator
Client Services Coordinator
Marketing Intern