A firm that makes planning for retirement simple

Jon Dold

President & Senior Financial Advisor

Early in his career, Jon realized the needs that families have not only for more financial knowledge, but more importantly for a trusted advisor to help lead them to make sound financial decisions. By truly listening and understanding his clients’ unique situations, goals and emotional behaviors around their financial matters, he is able to formulate a solid plan to get them to where they want to be. As a fiduciary, he is committed to putting his clients’ interests first and strives to go above and beyond their expectations at every opportunity. His motivation comes from seeing his clients gain confidence in their financial future and ultimately succeeding to reach their most sacred goals for themselves and their families.

Jon began his career as a financial advisor in 2009 after earning both his bachelor’s and master’s degrees from Lindenwood University. During his studies at Lindenwood, he played on the men’s golf team where he was able to capture three individual collegiate titles and went on to be one of the team’s assistant golf coaches during his master’s program.

In 2024, Jon founded Lakeshore Wealth Management LLC, a state of Missouri registered investment advisor firm. As you might guess from the Lakeshore name, Jon has strong ties to his beloved Lake Lotawana community where he has lived since 2010 with his wife, Kayla. They have two wonderful daughters, Audriana and Penelope, and they all love to spend their free time boating and fishing on the lake.

Steve Strader

Senior Financial Advisor

Steve is a Ramsey Trusted Smartvestor Pro, who approaches a client’s planning and investing needs with the heart of a teacher. Steve is a Smartvestor Pro who wholeheartedly embraces and practices the principles upon which it is founded. His approach isn’t just about managing investments; it’s about empowering clients to understand and navigate their financial journey with confidence.

He began his career as a financial advisor in 2003 after completing a Master of Business Administration – Finance at the University of Central Missouri. Steve has continued to build his knowledge of the factors that go into a successful financial plan by completing the studying and testing for the designation of Chartered Retirement Planning Counselor℠ through the College for Financial Planning. This designation not only showcases his commitment to ongoing education but also underscores his adherence to the highest ethical standards.

Steve and his wife, Krista, have two teens, Mason and Mazy. The Strader family chose to make Lake Lotawana home in 2006. They love spending time together on the lake enjoying time with friends, various water sports, fishing, or just an evening cruise. Krista is a 6th grade teacher at Bernard Campbell Middle School in Lee’s Summit. Steve also enjoys racquetball, lifting weights, and pickleball. Steve is involved within The Summit Church, Optimist Club of Lake Lotawana supporting Hillcrest Ministries, and Pro Deo Youth Center.

Jessy Stoecklein

Director of Client Services

Jessy serves as a licensed assistant for both Jon Dold and Steve Strader. She is committed to providing exceptional client service to ensure ultimate client satisfaction. Her customer service is rooted in understanding and building strong, long-lasting relationships by listening to needs, offering clear and concise communication, and providing timely and accurate solutions.

Jessy and her husband, Troy, have a beautiful daughter, Lilah. She brings lots of joy and laughter to their lives. Jessy is a part of the women’s ministry leadership team at her local church. Praising the Lord and sharing her faith with others is something she holds near and dear to her heart. When Jessy is not with her family or at church, you can find her playing on a volleyball or pickleball court.