What do wakeboarding and wealth management have in common? In this heartfelt and humorous episode, Jamie and Kevin sit down with longtime friend and financial advisor Reid Johnson to unpack his unexpected journey from the lake to leading a multimillion-dollar firm.
Reid shares the real story behind the grind- from selling waterbeds in Utah to building dallaswakeboarding.com, founding Lake Point Advisory Group, and now co-leading Crestview Wealth Management—complete with plot twists, personal growth, and second chances.
We dive into: – His spontaneous move to Texas for love (spoiler: it didn’t last, but the move did) – The grassroots wakeboarding community he helped build – Founding and scaling Lake Point Advisory Group – The health scare that led him to sell his business and reset his life – His return to financial planning with a renewed focus – And why he ditched social media for good
What you’ll learn:
- How wakeboarding shaped Reid’s approach to business
- The power of reinvention in work and life
- Why success is more about alignment than hustle
About Reid Johnson: Reid Johnson is a seasoned financial advisor and serial entrepreneur. As co-founder of Crestview Wealth Management, he helps individuals retire with clarity and confidence—rooted in decades of experience and a people-first philosophy.
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Keywords: financial planning, entrepreneurship, wakeboarding community, Dallas entrepreneurs, retirement strategy
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