Lake Trust Website
Take some time to think ahead and make a plan. It's never too late to start exploring a different path.

How We Do It.

Lake Trust Financial Life Planning and LPL Financial can bring you some pretty amazing investment tools. After listening to your story, we use our creative minds to craft a plan just for you. It’s time to flip the page and start the next chapter of life.

the brains behind the operation


Kathleen L. Aksten, AIF


Job TitleInvestment Advisor Representative, LPL Financial 
QualificationsQualifications

Accredited Investment Fiduciary® professional

Investment Consultant with securities registrations held through LPL Financial and insurance licenses

ContactContact

p. 810.229.1959

e. kathleen.aksten@laketrustplanning.org

With over 40 years of experience in the financial services industry, Kathleen takes pride in her ability to help people simplify complicated financial concepts. Her experience in the field, along with her practical, caring approach, makes her a valuable part of the retirement planning team.

Michelle joseph


Job TitleInvestment Advisor Representative, LPL Financial 
QualificationsQualifications

Investment Consultant with securities registrations held through LPL Financial and insurance licenses

Series 7-General Securities Representative

Series 66-NASAA Uniform Combines State

ContactContact

p. 810.229.1959

e. michelle.joseph@laketrustplanning.org

Michelle brings 25 years of experience and knowledge to her role as an Investment Advisor Representative. Her diverse background and training enables her to help people pursue their long-term financial goals through individualized financial planning.

JUSTIN BLAIR


Job TitleInvestment Advisor Representative, LPL Financial
QualificationsQualifications

Investment Consultant with securities registrations held through LPL Financial and insurance licenses

Series 7-General Securities Representative

Series 66-NASAA Uniform Combines State

ContactContact

p. 810.534.9191

e. justin.blair@laketrustplanning.org

Justin has been with the Credit Union for 6 years. Justin takes a holistic approach to helping members achieve their financial objectives. He is passionate about educating our members and helping them understand their investing options in order to achieve their financial goals.

Danielle Henry


Job TitleInvestment Advisor Representative, LPL Financial
QualificationsQualifications

Series 7-General Securities Representative

Series 66-NASAA Uniform Combines State

Life & VA

ContactContact

p. 810.522.9013

e. Danielle.Henry@laketrustplanning.org

Danielle has been working in the financial industry for over 15 years, and her experience in the investment and insurance fields give her extensive knowledge to support our clients and team. Danielle enjoys being active in the community, by participating in the local theatre and helping with local events. She and her husband lead a chess community group for all ages and enjoy giving back to the community. Her passion for serving others is reflected in her work with our clients and team members. Danielle is a mother of two girls and resides in Pinckney, MI with her family.

Let's Connect

If you’re ready to get to work and start saving, then it’s time for us to chat.

Contact Us arrow_right_alt