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


Brandon Morris, CFP®


Job DescriptionInvestment Advisor Representative, LPL Financial 
Qualifications Qualifications

Meets the requirements established by the Certified Financial Planner Board of Standards, Inc.

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

Graduate of University of Michigan with a degree in economics

Contact Contact

p. 810.534.9260

e. brandon.morris@laketrustplanning.org

With over 12 years of experience in the financial services industry, Brandon prides himself on helping members accumulate, grow, and manage their wealth. As a Certified Financial Planner™ he is ready to assist you with your planning and wealth management needs. All personalized investment advice adheres to the CFP® Board's fiduciary standards of conduct. Brandon lives in Plymouth, MI with his wife of 6 years, 4 year old son, and 8 month old daughter. His spare time is spent staying active, whether it be hitting the slopes up north or the links across the state.

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.

Ken Morris, ChFC®


Job TitleInvestment Advisor Representative, LPL Financial 
QualificationsQualifications

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

Chartered Financial Consultant®, The American College

National Advisory Council for Independent Financial Advisors Member

Co-founder of Society for Lifetime Planning

Ken has more than 30 years of experience as a financial advisor. In addition to his financial advising responsibilities, he writes a weekly personal finance column that appears in the Oakland Press.

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 3 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.

Let's Connect

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

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