Atlanta

Beth Bosworth, CFP®

Director of Financial Planning
beth@lakeviewcappartners.com

Beth grew up in Marietta, Georgia before moving to Knoxville, Tennessee during her high school years. She attended the University of Georgia, and completed her Bachelor’s degree at the University of Valencia in Spain. Beth returned to Atlanta in 2006 to begin her career in wealth management with SunTrust Banks, focusing on serving high net worth individuals. She moved to a boutique, independent wealth management firm in 2009 where she served as a Financial Planner. Beth completed UGA’s Terry College of Business Financial Planning Program and became a CERTIFIED FINANCIAL PLANNER™ in 2011.

In 2014, Beth joined Lakeview Capital Partners as the Director of Financial Planning. Her primary focus is to carefully onboard new clients through constructing a comprehensive financial plan that “covers all bases” when implementing a new advisory relationship. She consults on tax planning, meeting cash flows needs, insurance needs analysis, reviewing all legal documents and asset titling, as well as determining the appropriate investment policy to achieve the client’s financial objectives. Following her passion to help clients sleep better at night, she landed at Lakeview Capital Partners, embracing the firm’s team approach including access to onsite professionals to help support the success of her clients’ financial plans. She also has a personal passion of helping the LGBT community navigate the complexities of their financial lives.

Beth lives in Midtown with her Irish Setter, Penny. She enjoys spending her time off involved in the tennis community, including serving as the Treasurer on the USTA Atlanta Board of Directors and competing on the court in the many local leagues, charity tournaments, or pro-am tournaments. She is also a member the G Chapter of PEO in Atlanta. In her spare time, Beth enjoys anything outdoors, particularly playing golf and spending time at Piedmont Park.

 

Financial Management Resources

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Beth Bosworth, CFP®

Beth Bosworth, CFP®

Director of Financial Planning

Jim Bridges, CFP®

Managing Director
jimbridges@lakeviewcappartners.com

Summer Odom and Jim Bridges have been working together as financial advisors since 2007. They joined Lakeview Capital Partners as Managing Directors in 2014. They previously worked as financial planners at Morgan Keegan and HA&W Wealth Management.

Summer and Jim team with their clients to create a “road map’ to protect and grow wealth that will endure for a lifetime and beyond for future generations. Summer and Jim focus on developing highly personalized financial plans that, along with meticulous analysis and diligent management, keep clients on track to achieving each desired milestone. Their clients enjoy the comfortable relationship they foster and their results-oriented approach to wealth management.

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Jim Bridges, CFP®

Jim Bridges, CFP®

Managing Director

Chip Brackley

Managing Director
chip@lakeviewcappartners.com

A native of Hingham, Massachusetts, Chip Joined Lakeview Capital in August of 2015.
Over the years as Chip’s practice grew and the needs of his clients started to get more complicated, he knew going independent would be the only way to provide creative and unbiased solutions to life’s complex financial decisions. With the family office structure of Lakeview, he is excited to be able to leverage LIW’s world class investment research and also provide clients with comprehensive financial and tax planning services. Chip will spend a considerable amount of his time working through faith based planning initiatives for his clients.
Before joining Lakeview, Chip was most recently a Vice President at JP Morgan Securities (2010-2015) where he was also selected to be a member of the JP Morgan Chase Ambassador Program. Prior to that, he was a Financial Advisor with Morgan Keegan (2004-2010). Chip began his financial services career two days after graduating from college when he moved to Atlanta to work at YieldQuest Investment Group with McDonald Investments, Inc., where he was a Vice President (1998-2004).
Chip received a B.S. in Finance with a minor in Economics from Rensselaer Polytechnic Institute in Troy, New York. He played lacrosse in college and has been a volunteer coach at the high school and elementary levels. Chip is an active member of his church and a current board member of ROI Ministry, where he helps analyze Christian based charities.
Chip is the proverbial minority in a sorority. He has been married to Crystal for over 10 years and they have three beautiful daughters, Olivia, Alyssa and Lilah.

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Chip Brackley

Chip Brackley

Managing Director

Jim Funk, CFP®

Managing Director
jim@lakeviewcappartners.com

Raised in Carmel, Indiana, Jim joined Lakeview Capital in 2013 after 12 years at Smith Barney and Morgan Stanley, where he was a Financial Advisor and CERTIFIED FINANCIAL PLANNER™. Jim’s approach to managing client wealth is a direct result of his prior 9 year career in the United States Army Infantry. He saw that the best leaders listened first, led when it was time to lead, and were continually increasing their knowledge through professional development. Jim has incorporated these same attributes into his wealth management practice and enjoys leading his client families through an ever-changing market and global economy.

Jim started his career in one of the big wirehouses but over time he became increasingly frustrated with the “Wall Street” model and it’s inefficiencies and inherent conflicts of interest. Wanting to get back to a client-centered practice with a firm whose primary function was to support the advisor-client relationship, he realized that helping to create an independent firm with a world-class platform and other like-minded advisors was his goal. Lakeview Capital is that firm. Being independent has given Jim access to more products and services and coupled with his CFP® certification, allows Jim to listen first and then decide on the products or courses of action that provide the best solution for his client’s needs. Jim focuses on the areas of retirement planning and income, portfolio management, and private equity investing.

Jim lives in Smyrna with his wife Marla and daughter Hayley (7) who attends Whitefield Academy. Jim and Marla are both University of Tennessee graduates and Marla is the president of Clientek Resources LLC, an HR software consulting firm. Jim is involved in various community organizations and enjoys outdoor sports and time at the beach with his girls.

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Jim Funk, CFP®

Jim Funk, CFP®

Managing Director

Laurie Lougher

Director of Operations
laurie@lakeviewcappartners.com

Laurie has made a lifelong career in the securities industry holding Series 7 and 66 licenses. She co-founded Lakeview Capital Management in 2009. Some of her responsibilities have expanded to include director of partner integration, client relationship management and executive assistant. She finds it easy to incorporate her God-given talents and skills to the best of her ability in her daily routine.

Laurie lives in Buckhead with her husband Andy where they enjoy the local flavor of the city. When time allows, they enjoy traveling to other countries to experience other cultures. In the past Laurie has participated in 2 Nike Women’s Marathons to help continue cancer research. Andy’s passion is racing bicycles and he competes at the National level each year. Both Laurie and Andy share an interest in following pro tour bicycle racing.

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Laurie Lougher

Laurie Lougher

Director of Operations

Mitsy Mangum

Managing Director
mitsy@lakeviewcappartners.com

Bio coming soon

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Mitsy Mangum

Mitsy Mangum

Managing Director

Kane McGukin

Financial Advisor
kane@lakeviewcappartners.com

Kane grew up in Carrollton, GA and studied Computer Science at Southern Polytechnic State University before graduating in 2004 from Auburn University with a Bachelor’s degree in Finance.

Kane began his career in wealth management at Bear Stearns and UBS where he spent 5 years building models, trading and constructing portfolios for high net worth individuals. During his tenure at UBS Kane moved from wealth management to the Institutional Equity Group where his team covered institutions and hedge funds throughout the Southeast.

Kane is a creative and analytical individual who is passionate about finance and technology. He’s a strategic planner and creator whose experience includes working in finance, technology, and starting a business utilizing his artistic talents. Outside of work he enjoys watching college football, intramural sports, golf and spending time with his wife Ashley and two daughters Linley and Peyton.

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Kane McGukin

Kane McGukin

Financial Advisor

Summer Odom, CFP®

Managing Director
summer@lakeviewcappartners.com

Summer Odom and Jim Bridges have been working together as financial advisors since 2007. They joined Lakeview Capital Partners as Managing Directors in 2014. They previously worked as financial planners at Morgan Keegan and HA&W Wealth Management.

Summer and Jim team with their clients to create a “road map’ to protect and grow wealth that will endure for a lifetime and beyond for future generations. Summer and Jim focus on developing highly personalized financial plans that, along with meticulous analysis and diligent management, keep clients on track to achieving each desired milestone. Their clients enjoy the comfortable relationship they foster and their results-oriented approach to wealth management.

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Summer Odom, CFP®

Summer Odom, CFP®

Managing Director

Richard A. Sampley

Managing Director
rick@lakeviewcappartners.com

Bio coming soon

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Richard A. Sampley

Richard A. Sampley

Managing Director

Ron Savarese

Managing Director
ron@lakeviewcappartners.com

In July of 2014, Ron Savarese joined Lakeview Capital Partners as a Managing Director and brings to Lakeview Capital Partners more than 30 years of investment advisory and brokerage experience.

Ron earned a Bachelor of Science degree from Kent State University and began his career in finance with Smith Barney, Harris Upham, Inc. in Atlanta, Georgia in 1983. From March of 1983 through July of 2014, he worked at two investment firms – Smith Barney and UBS Financial Services. During his time at those two firms he served in a range of capacities including Financial Advisor, Portfolio Manager, Branch/Complex Management, Director of Trainee Development for the Smith Barney Atlanta Complex, and Senior Executive Coach for UBS.

He was a member of both firms’ President’s Council and served on the UBS Financial Advisor Advisory Board. He has been named in the Atlanta Business Chronicle’s Who's Who in Banking and Finance as one of the industry's 100 most influential figures.

Ron has served his community in a variety of ways. He is a past president of the Pace Academy Booster Club,  a former Buckhead Baseball coach and  has worked extensively as a volunteer serving the homeless, the sick and the poor through Holy Spirit Catholic Church and The Order of Malta.

Ron enjoys spending free time with family and friends – especially his wife and their two adult sons. He enjoys walking or running with his two dogs, skiing, playing golf, and fly-fishing. He likes to cook, is an avid reader, and his favorite hobby is writing.

He recently published his first novel “The Opening” which was selected as a Dan Poynter Global eBook Award Finalist for Visionary & Inspirational Fiction. The novel has been on seven Amazon.com Top 100 Best Seller Lists.

Ron devotes his time at Lakeview Capital Partners as a Financial Advisor helping clients navigate the financial markets through financial life planning and disciplined investment management incorporating both active and passive strategies and methodologies.

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Ron Savarese

Ron Savarese

Managing Director

Chris Spires, CRPS®

Managing Director
chris@lakeviewcappartners.com

Originally from Orlando, FL, Chris was one of the original founders of Lakeview Capital. Chris has worked in the Financial Services Industry for almost two decades, beginning his career as a Financial Advisor with A.G. Edwards, before moving his practice to Smith Barney.

On a professional level, Chris thrives on the counseling and problem-solving aspects of managing client relationships. “I find that a deep client relationship is much more than numbers and projections. I never thought when I got in this business I would spend twice as much time discussing ‘life and family issues’ as I did market performance and retirement projections. I love diagnosing client issues and concerns, and working with them to resolve whatever worries them.”

In addition to working with individuals and families, Chris is deeply involved in the Retirement Plan/401k Market and has extensive experience working with business owners and employees to maximize their employee benefits. As an Independent Advisor, Chris is “Vendor Agnostic” and is not required, nor incentivized, to work with any specific record keeper or vendor.

Chris is a graduate of Florida State University, where he earned a degree in Economics. Chris holds the Chartered Retirement Plan Specialist (CRPS®) designation, one of the most coveted credentials in the Retirement Plan marketplace.

Chris and his wife Heather are the proud parents of two active sons, Paine and Jack. Chris is an active member of the Atlanta community, having served on various charitable and civic boards. For 8 years, Chris served on the Board of Directors for the Sports Network at Children’s Healthcare of Atlanta, helping to raise almost $2 million annually through numerous sports related fund raising campaigns. Chris served a 3 year term on the Board of Directors for The Preschool at Peachtree Road United Methodist Church, including Chairing the Board in 2015. On the weekends, you can usually find Chris coaching youth baseball or shuttling his kids to various Cub Scout activities or sporting events.

Favorite Quote:

“A life is not important except in the impact it has on other lives.”
--Jackie Robinson

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Chris Spires, CRPS®

Chris Spires, CRPS®

Managing Director

Erin Thruston

Client Services Specialist
erin@lakeviewcappartners.com

Erin brings over twenty years of administrative, management, and direct client support experience to Lakeview Capital Partners. She managed two Atlanta area restaurants, and spent five years as an Office Manager before moving to Nassau, The Bahamas to become an Executive/Personal Assistant to a Grammy winning, Forbes Top 100 International Recording Artist. After two years of traveling between the sunny Caribbean and the Las Vegas Strip, she longed to be back in Atlanta close to friends, family, and her pup.

Erin lives in Buckhead with her mini wire-haired dachshund, Daschie, and enjoys spending time in the kitchen, where she puts her gift of hospitality to good use by cooking for family, friends, and neighbors. She loves to travel to other countries for personal enjoyment and for a variety of ethnic food inspirations.

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Erin Thruston

Erin Thruston

Client Services Specialist

Courtney Tomlin, MBA

Chief Compliance Officer
courtney@lakeviewcappartners.com

Courtney began her investment career with SEI  Corporation in Wayne, PA in 1993.  She worked in Investment Consulting with SEI Corp and Watson Wyatt Worldwide before moving to Investment Management.  She began her career in Investment Management with Colony Capital Management in Atlanta, GA in 1998.

Courtney is a graduate of the University of Michigan with a B.A. in Economics and an M.B.A. in Finance from Emory University.  She and her husband, Kyle Tomlin, have three daughters:  Campbell, Ava and Maiya.  She enjoys tennis, skiing, running and hiking.  Courtney is a Principal and Director of Operations at Lakeview Capital Partners in Atlanta.

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Courtney Tomlin, MBA

Courtney Tomlin, MBA

Chief Compliance Officer

Joe Tracy

Managing Director
joe@lakeviewcappartners.com

Joe joined Lakeview in the summer of 2011 in much the same way Chris and Rob did before him; with a shared history, a long friendship and that “trust” that is so crucial in all that we are and all that we are trying to do. After graduating from Denison University in 1992 with dual degrees in Economics and French, Joe began an up close and personal career with the ‘real’ Wall Street. Beginning his career in New York City, Joe became an Institutional Equity Trader and Market Maker for Robinson Humphrey (which eventually became part of SunTrust); a position he held for the next 15 yrs. In 1994, he came back to Atlanta in order to work more closely with research analyst covering his trading sectors. Not to long after that, Joe married his High School sweetheart, Nancy (who is also a Denison graduate), who he started dating way back in 1986!

Most recently, after a few years of running his own money management firm and managing his families assets, Joe decided he wanted to be a part of something bigger. Joe made the decision to join his old friends on our new venture, and to lend his vast experience and deep industry knowledge to Lakeview. Joe’s knowledge of the “inner workings” of Wall Street with his history as an institutional trader brings an insight and expertise unique to Lakeview Capital.

joe2Joe and Nancy are the proud parents of daughter Emma (12) and Jack (10), not to mention their 3 ‘crazy’ Jack Russell Terriers. Young Jack is an aspiring professional baseball star, and Emma’s passion is reading and writing, having published 2 books by the age of 12! When Joe and Nancy aren’t traveling the southeast watching Jacks baseball games, and Joe is not coaching, watching and thinking about baseball, you’ll find the Tracy Clan at the beach off the Georgia coast or in the mountains of North Carolina.

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Joe Tracy

Joe Tracy

Managing Director

Rob Varn, CFA®

Managing Director
rob@lakeviewcappartners.com

Robert is Chief Investment Officer and Partner of Lakeview Capital Management. Robert co-founded Varn Investment Counsel, Inc. with his father, Robert M. Varn in 1993. Together they focused on proprietary research of Georgia companies. They worked together for eight years until the death of the elder Mr. Varn in 2000. Robert continued to manage and grow the company through 2009, achieving his Financial Analyst Charter along the way.

Recognizing that in order to serve the varied needs of his clients by offering a greater breadth of product and a greater depth and quality of service he chose to join Lakeview in 2010.
<blockquote>“At Lakeview our focus is solely on protecting and growing our clients’ assets. Using what we believe to be the best available research and financial products, we are able to invest for our clients without the bias and conflict you typically find on Wall Street.”</blockquote>
Robert grew up in Atlanta, spending weekends in the mountains, and working summers at Delta Airlines during college. He attended boarding school in Chattanooga, TN, where he met his wife Jennifer. Jennifer has a degree in Architecture and is focused on her fledgling design business. They have two young daughters, Kelsey and Sierra.

When asked what he planned for the future of Lakeview he said,
<blockquote>“I hope we can build a thriving business, by focusing on the concerns of our clients, reducing their risk to the point that they sleep well every night.”</blockquote>

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Rob Varn, CFA®

Rob Varn, CFA®

Managing Director

John Williams, CFP®

CEO and Managing Principal
john@lakeviewcappartners.com

John T. Williams, Jr. joined Lakeview Capital Partners in 2013 as Managing Director, from the Private Client Group Wells Fargo Advisors, LLC. While at Wells Fargo Advisors, John headed a total wealth planning team focusing on wealth transition, retirement planning, and executive planning.

John has helped his clients navigate one of the most challenging decades by using one simple philosophy: “Do not take more risk than you need to accomplish your goals.” This mantra he learned while developing his practice with A.G. Edwards & Sons, has served his clients well through some of the most volatile times in financial history.

John is a graduate of Hampden-Sydney College in Virginia, where he earned a degree in Managerial Economics. He also holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and the Accredited Asset Management Specialist (AAMS) designation.

John is an advocate of healthy living and an active lifestyle. Whether it’s hiking, running, triathlon, or a round of golf, John enjoys the outdoors. In 2006, John became a certified Boot Camp & CrossFit Instructor. One of his passions is educating individuals on how to lead healthier lifestyles through exercise and nutrition. He is also an alumnus of the Leukemia & Lymphoma Society’s Team in Training.

He is committed to the advancement of children through his non-profit and philanthropic efforts. He currently serves on the Executive Committee of the Board of Trustee for the Children’s Museum of Atlanta, a former Board Member of the Boys and Girls Clubs of Metro Atlanta, and was a founding trustee of a private foundation that gives ongoing support to orphanages worldwide.

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John Williams, CFP®

John Williams, CFP®

CEO and Managing Principal