Our People

You will never be assigned to a random “service representative.” In an era where the large, traditional Wall Street firms are sending clients to “service centers” with 1-800 numbers, Lakeview advisors are here to advise you personally. And most importantly, they have chosen Lakeview Capital Partners for their long-term career path.

Lakeview strongly supports a partnership model. Our belief is that if the advisors are significant owners in the firm, then decision won’t be made to harm the firm, its clients, or the advisors serving them. We have created a culture that we think is truly enviable to others in our industry that allows our advisors to serve our clients with consistency and helps them to avoid many of the attrition issues that so deeply plague the financial services industry.