Relationships built on trust and reliability.

Our Team

Our partners have worked together for over a decade and have been friends for more than 30 years. Built on trust, shared values, and deep experience, Lakewood Asset Management was created to deliver exceptional outcomes for our clients. Our leadership is passionate about investing in companies we believe in. We are clear, decisive, and deeply collaborative in everything we do.

Todd Mick

Todd is a Managing Partner and Investment Advisor at Lakewood Asset Management. He is involved in firm strategy and portfolio management, including individual stock selection for client portfolios.

Managing Partner

Brooks Call

Brooks is a Managing Partner and Investment Advisor at Lakewood Asset Management. Brooks is responsible for developing wealth management strategies and maintaining client relationships.

Managing Partner

Mike Lannan, CFA®

Mike is a Managing Partner and Investment Advisor at Lakewood Asset Management. Mike provides investment advice, portfolio management and financial planning services to clients.

Managing Partner

Dottie Allen

Dottie is an Administrative Assistant at Lakewood Asset Management. She joined the firm at its founding and provides operational support and client service.

Office Administrator

Catherine Lannan, CFP®

Catherine is an Investment Advisor at Lakewood Asset Management. She supports clients through investment management and financial planning services.

Investment Advisor

Deidre Mick

Deidre is a Marketing Director with Lakewood Asset Management. She is focused on driving growth, marketing strategy, brand positioning, and investor communications.

Marketing Director