Meet the professionals who can help you pursue your goals.

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.

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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 16 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 has passed the Series 65 securities exam and holds life and health insurance licenses in Texas. He is registered as an Investment Adviser Representative (IAR). Reid studied business finance at the University of Utah.

Reid hosts the “Wealth Smart” radio show Saturdays on several stations. He has been published or quoted in such outlets 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; sons, Ethan and Kelton; and daughter, Adilyn, on Lake Ray Hubbard near his home in Rockwall, Texas.

Our Staff

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Danielle Johnson

Insurance Professional

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Taylor Herzog, CFA, CAIA

Chief Investment Officer

Jean Patton

Jean E. Patton

Director of Operations

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Michele Bergeron,

CFP®, MBA

Investment Advisor Representative
Wealth Management

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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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Chris Houghton

Associate Investment Advisor

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Brittany Reville

Marketing Manager

Penny DeFoe

Penny DeFoe

Marketing Events Coordinator

Morgan Acton Novey

Morgan Acton Novey

Marketing Events Coordinator

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Lisa Gatzke

Client Relations Manager

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Aleesha Grimes

Client Relations Coordinator

Brenda Brazzell

Brenda Brazzell

Client Relations Coordinator

Louise Alderson

Louise Alderson

Receptionist & Executive Assistant

Louise Alderson

Receptionist & Executive Assistant

Kamarley Panton

Portfolio Analyst

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Complimentary Consultation

We can meet with zero obligations on your part. If you can invest one hour today for a no-obligation consultation, we can place you on the path toward owning your tomorrows.

Or give us a call at 214.771.3363