Broker Check

Our People

Setting the new standard in wealth management is not just our tagline, but also a task we take seriously. At lakeview capital, we have taken steps to do just that, and our team of like-minded professionals was built to harness the best of our ability in order to provide advisors and clients a wealth management experience they never knew existed until now.

  

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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