Today’s successful investments are the result of a combination of strategic insight, industry expertise, data, and technology. Collaborating with a proven team is an excellent approach to mitigating investment risks. Our goal is to help you achieve financial freedom.
Jon Wells is a co-founder and Managing Member of Lake City Equity. Mr. Wells oversees the company’s asset management and investor relations activities. He also co-directs Lake City Equity’s overall investment strategy. He brings over 24 years of experience in general management and new business development to the company.
Before joining Lake City Equity, Mr. Wells was the founder and CEO of Bridge Properties, LLC, where he built a multimillion-dollar real estate sales business from scratch. He developed the operating, marketing, and sales plans, created the company’s offerings, and sold over $100 million worth of residential real estate.
Prior to Bridge Properties, LLC, Mr. Wells managed teams of over 100 employees in both the retail and logistics industries for several well-known big box retail companies.
Before his professional career, Mr. Wells worked as a management consultant with Walmart Logistics. He graduated with multiple Dean’s List honors from Georgia Southern University.
David “Iggy” Iglewicz is a co-founder and managing member of Lake City Equity. Dr. Iglewicz co-directs the investment strategy of the company bringing over 20 years of experience in leadership development.
Before joining Lake Equity, Dr. Iglewicz worked as a pediatric dentist. He played key role in Children’s Dental Health Associates to 15 locations and 2 surgical centers. He successfully exited this practice by merging with private equity.
Prior to the merger, he established Prostoig Capital LLC. The company aimed to provide cash flow and excellent returns for dentists and other professionals through multifamily real estate. Dr. Iglewicz achieved success in this venture, managing over $250 million in assets.
Sam Wells is a co-founder and Managing Member of Lake City Equity. She oversees the company’s acquisitions and business development activities and co-directs its overall investment strategy. With over 13 years of experience in general management and new business development, she brings valuable expertise to the company.
Before joining Lake City Equity, Mrs. Wells served as the business development hospital director in the Southeast. During her tenure, she successfully grew a highly productive sales team and exceeded increased admissions goals by significant margins.
Prior to her time as a hospital director, Mrs. Wells held a managerial role at several Enterprise Rental facilities. In this capacity, she effectively managed and directed teams of 20+ employees, consistently surpassing customer expectations and achieving key performance metrics.
Mrs. Wells is a graduate of The University of Georgia.
Helen Keller
PARTNER WITH
12345 South Rd. #123
City, State, Zip Code
NOTICE
*DEFINITION OF ACCREDITED INVESTOR
You qualify as an Accredited Investor if you meet any of the following criteria: a) You earn over $200,000 in annual income, b) You, together with your spouse earn over $300,000 in joint annual income, c) You have a net worth, exceeding $1,000,000 (excluding the value of your primary residence), individually or together with your spouse.
DISCLAIMER
The material on this website is for the general information of our clients and visitors. This website does not constitute an offer to sell or a solicitation of an offer to buy or sell any security or investment product, and may not be relied upon in connection with any offer or sale of securities. Nothing on this website is a recommendation that you purchase, sell or hold any security, or that you pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice. Investments may only be made pursuant to a Private Placement Memorandum of Lake City Equity.
