About Us

We’re dedicated to helping you achieve financial freedom through our meticulous and personalized approach to wealth creation and preservation.

Our History and Approach to Wealth Creation

At Lakeshore Advisors we work with individuals, families, business owners, nonprofits, and corporations in strategic financial areas to help them make the most of their wealth. We have a meticulous and disciplined approach to wealth creation and preservation. With a focus on personal finance and the idea of freedom, we work hard to help our clients achieve their financial goals and use money as a tool towards greater freedom.

Get in Touch

Lakeshore Wealth Advisors is:

Transparent
Proactive
Diligent
Personal
We operate with honesty and integrity so you always know what to expect. Trust is the key to success and we strive to build upon that while keeping our focus on your goals. We act as a Fiduciary partner.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors, including principal, longevity, purchasing power, and volatility.
Our financial planning and investment management processes are academically and systematically organized so that all factors affecting investors are fully vetted and considered when selecting appropriate strategies.
We aim to build strong and lasting relationships through open and frequent communication. Our goal is create long-lasting relationships with you and your family over numerous market cycles and generations.
Transparent
Proactive
Diligent
Personal
We operate with honesty and integrity so you always know what to expect. Trust is the key to success and we strive to build upon that while keeping our focus on your goals. We act as a Fiduciary partner.
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors, including principal, longevity, purchasing power, and volatility.
Our financial planning and investment management processes are academically and systematically organized so that all factors affecting investors are fully vetted and considered when selecting appropriate strategies.
We aim to build strong and lasting relationships through open and frequent communication. Our goal is create long-lasting relationships with you and your family over numerous market cycles and generations.

Expertise

Meet Our Team

Our experienced and credentialed team is committed to your success and to expanding your financial freedom.

Coleman DeWitt

Principal

Coleman specializes in the development and implementation of advanced planning and investment management solutions for individuals, families, and business owners. Prior to launching Lakeshore Advisors, Coleman worked for Fidelity Investments as an Investment Consultant where he provided comprehensive wealth management solutions to clients in Florida and throughout the US. He also served in a similar role as a Senior Advisor at Pathstone Family Office.

Coleman graduated from North Carolina State University with a Bachelor of Science in Accounting with a concentration in Financial Analysis. He holds his Series 66 license and is a CERTIFIED FINANCIAL PLANNER™.

Coleman was born in Central Florida but spent his early childhood living overseas in Hungary, Singapore, Australia and traveling all over Europe and Eastern Asia. His passions in life include family, teaching, and finance.

Coleman and his wife currently reside in Orlando, Florida, where they are active members in their community serving on an economic activity committee. They serve their local church and several nonprofits by providing financial education and support to high school students and adults.

Richard Butcher

Principal

Richard brings a depth of knowledge within the investment industry. Concurrent with his role at Lakeshore, Richard is the Managing Partner of Lullwater Partners, a closely-held private investment firm based in Fort Lauderdale, Florida. In this role he serves on Boards of Directors of six nationally recognized companies. Over the course of his career, Richard has completed private equity transactions totaling over $150 million in equity and over $1 billion in corporate finance. Prior to his current roles, Richard was the Equity Investment Analyst at Argonne Capital Group and a Mergers and Acquisitions analyst at SunTrust Robinson Humphrey.

Richard graduated from the University of Florida with a Master of Science in Finance and from Stetson University with double majors in Finance and Economics.

Richard and his wife currently reside in Fort Lauderdale, Florida, where they are active members of the community. His passions in life include family, investing, and music.

Thomas Bengtson

SENIOR WEALTH ADVISOR

Thomas focuses on understanding what matters most to the individuals, families, and business owners he serves. He believes strong financial planning begins with learning a client’s why and gaining a clear understanding of their goals and priorities. As a Senior Wealth Advisor at Lakeshore Advisors, Thomas helps clients navigate complex financial decisions and build long term wealth plans, guided by a simple principle – always do what is best for the client.

Prior to joining Lakeshore Advisors, Thomas began his career at PNC Private Bank where he worked with high net worth and ultra high net worth families and business owners. In his role as a Relationship Strategist, he managed client relationships and coordinated closely with a multidisciplinary team to deliver comprehensive planning, investment management, and family office level services.

Thomas graduated summa cum laude from the Georgia Institute of Technology with a Bachelor of Science in Business Administration with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, a designation that represents the highest standard of education, ethics, and expertise in comprehensive financial planning. He also holds the Certified Exit Planning Advisor designation, which focuses on helping business owners understand, prepare for, and successfully transition their businesses through thoughtful succession and exit planning.

Thomas was born in Concord, New Hampshire and moved to Central Florida after school in 2019. In 2026, he and his wife relocated to Charlotte, North Carolina, where they hope to eventually build a home surrounded by nature and land near the woods.

Outside of work, Thomas and his wife enjoy spending time outdoors with their golden retriever, Max. He enjoys playing golf, tennis, and basketball and is an avid fan of the Boston Celtics, New York Yankees, and New England Patriots. Thomas is also known for his dad jokes, which clients quickly learn are part of the Lakeshore experience.

Meredith DeWitt

DIRECTOR OF MARKETING

Meredith oversees the administrative and operational functions that support the firm’s day-to-day success. Prior to joining Lakeshore Advisors, Meredith served as Director of Operations for Kardinia Interior Design. In this role, Meredith managed both daily processes and long-term strategic initiatives, including streamlined communications and company-wide systems. Through organizational efficiencies and thoughtful project management, she collaborated with top management to ensure a seamless client experience.

Meredith graduated from the University of North Florida with a Bachelor of Business Administration in Marketing. She now utilizes this creative background by spearheading the development of company branded materials.

A Florida native, Meredith enjoys spending time with her family and friends. She and her husband Coleman live in Orlando, Florida, where they are actively involved in their local community and church.

Kristyn Fultz

OPERATIONS DIRECTOR

Kristyn serves as Director of Operations, where she plays an integral role in supporting clients and their families by assisting with account openings and updates, money movement requests, and a wide range of operational needs.

Kristyn brings over five years of operational experience in the investment and wealth management industry. She focuses on building efficient, scalable, and sustainable processes that support long-term firm growth while maintaining a hands-on approach to the day-to-day operations that ensure a high level of client service.

Prior to entering the investment industry, Kristyn spent more than 20 years in customer service roles, where she developed a strong foundation in service excellence, clear communication, and relationship management. This background continues to shape her leadership style and her commitment to supporting both clients and colleagues.

A Central Florida native, Kristyn enjoys serving at her church, visiting theme parks, and spending time with her son.