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About Lake Huron Financial

We are glad you are here.

At Lake Huron Financial, we believe every financial journey begins with a relationship. We are committed to providing local advice and trusted service while helping individuals and families throughout the Thumb build confidence in their financial futures. It is our privilege to serve our neighbors and community with integrity, care, and a commitment to always putting our clients first.

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Meet the Team

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Founder

Dale Yoder

Since founding Lake Huron Financial in 2010, Dale Yoder has been dedicated to helping clients pursue their retirement and wealth management goals. His commitment to personalized service, sound financial guidance, and long-term client relationships has been instrumental in the firm's growth and reputation. Dale’s leadership, experience, and client-first approach continue to shape Lake Huron Financial’s mission of helping clients build and preserve their financial futures.

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Client Services Manager

Laurel Brickel

Laurel Brickel brings extensive experience and a strong commitment to client service in her role as Client Services Manager. She supports both our clients and advisory team by providing timely assistance, clear communication, and attentive service, helping ensure a smooth and positive experience while keeping daily operations running efficiently.

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Client Services Representative

Emma Taylor

As the first-person clients meet when they enter our office, Emma plays an important role in creating a welcoming and positive experience. With her warm personality and commitment to exceptional service, she is always happy to assist with account service needs, answer questions, and help clients feel right at home.

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Financial Advisor

Alex Smith

Alex Smith is passionate about helping clients realize their financial potential and build confidence in their financial future. He brings a wealth of knowledge and experience to our team, with a particular focus on retirement planning and long-term wealth accumulation strategies.   Alex enjoys educating clients throughout the planning process and developing personalized strategies tailored to their unique goals. His client-focused approach helps individuals make informed decisions and stay on track toward financial success.  Connect with Alex today to learn how he can help you work toward a prosperous future.

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Registered Client Services Representative

Matt Brickel

Matt Brickel brings more than 25 years of experience in the financial industry, with a diverse background in personal banking, commercial lending, agricultural finance, and credit analysis. His broad industry knowledge and passion for the financial markets allow him to help clients identify strategies tailored to their unique goals and circumstances. Matt enjoys staying on top of market trends and evaluating opportunities that can support long-term financial growth. Contact Matt today to learn how he can help you navigate your financial journey with confidence.

Local Advice. Trusted Service. 

Meet with an Expert

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referred here are independent of Osaic Wealth, Inc. When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use on the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. This communication is strictly intended for individuals residing in the states AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MI, MS, NC, OH, PA, SC, TX, VA, WI. No offers may be accepted from any residents outside the specified states referred.

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