WHEN YOU REACH OUT, WE’LL BE HERE FOR YOU EVERY STEP OF THE WAY.
Charles C. Bratton, II
Charles C. Bratton, II earned his B.S. degree, cum laude, from Southeastern Louisiana University, his J.D. degree from Rutgers University, and his LL.M degree from Western New England School of Law. Mr. Bratton counsel’s clients with regard to estate planning and administration, elder law, life care planning, asset protection, veterans’ benefits and disability planning. Mr. Bratton is a member of the National Academy of Elder Law Attorneys and Life Care Planning Law Firms Association, is an accredited attorney with the Department of Veterans Affairs and is past Trustee and Chair of the Young Lawyers Committee of the Camden County Bar Association.
In addition, Mr. Bratton holds a series 65.
Andrew Babson began his career in financial and estate planning in 2008 after receiving both his Undergraduate and Graduate degrees from the University of Pennsylvania.
Andrew specializes in working with closely held businesses and an array of upwardly mobile professionals. He and his partners at Lakeview Financial use a comprehensive approach to help clients achieve a more secure financial future for themselves, their families, and their businesses.
He currently holds a Series 6, 7, 63, 66 and life and health licenses.
Marc J. Bernstein
Senior Financial Planner and Strategist
Marc J. Bernstein holds a BA in music from the University of Delaware. He graduated and obtained his Juris Doctor degree from The Ohio State University College of Law, having also attended NYU School of Law. As an attorney, he focused on the business sector, primarily the entertainment business and also has litigation experience. He later decided to enter the financial planning field, having always been interested in goal accomplishment and helping others to reach their personal financial aspirations, business planning and legacy goals.
Marcs strong work ethic is evident in his dedication to the success of his clients. A chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU®), and Chartered Advisor in Philanthropy (CAP®).Marc gets great satisfaction from seeing clients progress toward their lifetime financial and legacy goals. He has developed The Fiscal Therapy Solution, a method to assist our advisors in gaining great understanding clients and to tailor plans and implement programs that help pave the way along the road to their financial freedom.
Kevin Crowley graduated from Ursinus College with a B.A. in finance. He holds his Series 7 & 66 and his life, accident and health license. Kevin is a financial advisor, special needs planner and a partner with Lake Financial.
He and his team offer an objective, fee-based approach to financial planning. Working closely with you and your advisors, we can develop a comprehensive plan or focus of a particular area of concern: wealth preservation, estate planning, business succession strategies, retirement planning, portfolio management or charitable gifting.
Kevin focuses his planning on closely held businesses and professionals. He helps them to achieve a more secure financial future for themselves, their family and their business. Kevin prides himself in creating long term enduring relationships with his clients.
Ryan B. Greiser
After graduating from Liberty University in 2009, and a stint in the Arena Football League, Ryan started his practice in 2011. Ryan is a fee-based financial planner that realizes a plan is more than a diversified portfolio. It’s about uncovering your desires, getting organized, and crafting a coordinated plan to protect, grow, and enjoy your lifestyle. Those in Sports & Entertainment, Business Owners, and Young Professionals need a trusted partner to collaborate with to simplify these complicated financial decisions. Whatever the aspirations, Ryan’s goal is to empower his clients to think big and be educated on how their resources can be used to create their ideal life.
Andrew Hauber graduated from Arcadia University, with a B.A. in Finance. He started his practice in 2007. Currently, Andrew holds his Series 6, 63 & 65 and his Life, Accident and Health Insurance License. Andrew is a fee-based financial planner who helps individuals and business owners achieve their life time and legacy goals by taking them through a unique financial planning approach.
Andrew is dedicated to providing his clients with assistance in securing their financial future.
With an experienced team of experts supporting him, he is able to assist his clients in the following areas: Professional Services, Business Continuation and Estate Conservation Strategies, Personal Financial Strategies, Retirement Planning Strategies, Life Insurance, Disability Income Insurance, Executive Compensation Plans, Wealth Distribution/Tax Efficient Strategies, Wealth Accumulation Strategies, College Education Funding Strategies, Charitable Giving Strategies, Long-Term Care Insurance, Employee Benefits, Risk Management Strategies.
Fran Walsh graduated from Villanova University in 2016, with a B.A. in Finance, and is currently finishing up his MBA at Villanova as well. Currently, Fran holds his Series 6, 63 & 65 and his Life, Accident and Health Insurance License. Fran is a financial planner who helps individuals, young families, business owners, and professional athletes achieve their life time and legacy goals by taking them through a unique financial planning approach. Fran is dedicated to securing his client’s financial independence and helping them obtain their ideal lifestyle.