MEET OUR FOUNDER

GROW
PROTECT
GIVE

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.

Reid Johnson

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.

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MEET OUR TEAM

JOSHUA WILSON, CMT®, AIF®

Chief Executive Officer

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CARTER
BROWER

Investment Advisor Representative

WEALTH MANAGEMENT

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AARON
BOYCE

Investment Advisor Representative

WEALTH MANAGEMENT

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DAVID A.
MAXWELL

Investment Advisor Representative

WEALTH MANAGEMENT

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DAVID
CAIN

Investment Advisor Representative

WEALTH MANAGEMENT

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RYAN OVERSTREET

Investment
Advisor
Representative

WEALTH MANAGEMENT

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KEN
JONES

Investment
Advisor Representative

WEALTH MANAGEMENT

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CHRIS
HOUGHTON

Investment
Advisor Representative

WEALTH MANAGEMENT

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JAMES WOODALL

Associate Advisor – Wealth Management

VICTOR BUDD

Operations Manager

ROB POYNOR

Marketing Manager

LAUREN BRITTON

Marketing Coordinator

APRIL TURNER

Scheduling Coordinator

DANIELLE JOHNSON

Coordinator

ALEESHA GRIMES

Client Relations Manager

KODY FOLLOWWILL

Client Relations Coordinator