Broker Check

Our People

At Lakeview, we understand the importance of teamwork as we aim to set the new standard in wealth management. That’s why our company is built on a partnership between like-minded financial professionals who subscribe to our mission and simply believe our industry can be better.

  

Operations

Advisory Board

John Taylor Rhett III

With more than 37 years of investment banking and brokerage experience, John recently retired as the Chairman and CEO of SunTrust Investment Services. In September 2013, he joined both Red Rock Strategic Partners and Red Rock Advisory...
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Brian Simmons, CPA

Brian Simmons, CPA, is a co-founder and Managing Member of Lone Peak Capital Group, LLC (“Lone Peak”), a private investment firm. Mr. Simmons received a B.A. in Accounting and Economics from Muhlenberg College. Mr. Simmons...
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Kyle Tomlin, CFA

Kyle Tomlin , CFA, is a co-founder Lone Peak Capital Group, LLC. Lone Peak is a private investment firm that focuses on acquiring real estate and lower-middle market companies located throughout the U.S. Mr. Tomlin was also the...
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Tom Tracy

Tom grew up in Longview, Texas. He graduated from Oklahoma State University and from the Naval Officers Candidate School in Newport, Rhode Island. He served as Supply Officer aboard the Destroyer U.S.S. Harold J. Ellison and later as...
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