Leadership

Director of Financial Planning
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Stephen Colavito, Jr. Managing Director is the Chief Market Strategist for Lakeview Capital Partners. Stephen is responsible for developing global investment insights and working with Lakeview’s advisors to create actionable investment advice. Stephen is also responsible for representing Lakeview’s market views across all channels as a speaker and through the company's research.

Stephen has 25 years of experience in the financial services industry. Prior to joining Lakeview, Stephen was a Managing Director and Portfolio Manager for Asset Preservation Advisors. His leadership role was to help the portfolio management team on various investment strategies as well as creating content for the firm on various investment issues.

Stephen holds his Bachelor of Science Degree from Florida International University in Finance and worked as one of the top institutional fixed income salesmen for Bear Stearns Co. Inc. After Bear Stearns, Stephen was Director of Corporate Cash for Deutsche Bank and Barclays. His team worked to guide Fortune 500 treasury teams on cash and balance sheet investments.

Stephen has been seen on business shows, including Arise XChange, Bloomberg News, and Fox Business. Stephen has been a guest speaker at Texas A&M’s Mays School of Business and is a member of the Association of Financial Professionals (AFP). Stephen is an active member of his church and the father of three daughters.

Stephen holds his series 65 and is a Registered Investment Advisor.

Quote to live by; “Successful investing is having everyone agree with you later.” - Jim Grant

Robert Maund is Managing Director of Lakeview Capital Partners and Head of Lakeview Private Wealth, with primary responsibility for leading the firm’s advisors who specialize in serving individuals, families, and family offices with higher levels of wealth. Robert also serves as an advisor to clients, leveraging his extensive 33 years of experience and his passion for serving as an advocate for clients and their families.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Robert has consistently built trusted relationships with clients over the course of his career while serving in various leadership roles in consumer banking, commercial banking, and wealth management, most recently with Abbot Downing, a specialized boutique within Wells Fargo focused on serving individuals, families, and family offices with $50 million- $1billion+ in liquidity or net worth. Robert assisted in the formation of the Abbot Downing business in 2010 and served as Managing Director - National Markets, where he supported 13 offices across the country.

While at Abbot Downing, Robert also served as a national wealth management partner to Wells Fargo’s corporate and investment banking business, where he helped business owners navigate the transition from the sale of a closely-held business to the establishment of a successful family enterprise.

Robert earned his bachelor’s degree in business management from Auburn University, and earned his CFP® designation in 1998. He is married with three children and resides in Charlotte, NC and Charleston, SC. A native of Augusta, GA, Robert enjoys golf, fishing, pickleball, and spending time with family and friends.

Quote to live by: “Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy.” – Dale Carnegie

Chuck Rice, a 33-year Wall Street veteran with extensive expertise in the private wealth arena, is the CEO of Lakeview Capital Partners, including the Private Wealth and retail divisions of the company.

Prior to joining Lakeview in 2020, Chuck was the Regional Manager and Executive Director for Morgan, Stanley & Co.’s Private Wealth Management division for the Great Lakes Region. Private Wealth was the firm’s group of advisors that focused exclusively on the needs of the UHNW client space. Prior to joining Morgan, Stanley, Chuck was in a senior leadership role at Bear, Stearns Co., Inc. There he managed and helped build the 4 locations in the Midwest Region. Chuck began his leadership roles at UBS/PaineWebber where he held his first position as a Branch Manager.

Chuck holds his Bachelor of Science from Purdue University and a MBA from the Lake Forest College Graduate School of Management. He currently sits on the Advisory Board for the World Bicycle Relief Foundation and is an avid cyclist. Chuck and his wife Gina currently reside in Wilmette, IL and have raised 4 children.

Principal - Director of Operations
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Managing Director
[email protected]
17 ½ N LaFayette Square
LaGrange, GA 30240

Mr. Beason joined Lakeview Capital Partners after having been associated since 1999 with Morgan Stanley Wealth Management and its predecessor companies as a Financial Advisor in LaGrange, Georgia. After graduating from Vanderbilt University in 1961, Mr. Beason joined the Morgan Guaranty Trust Company of New York. For five years in the 1980’s he worked as an investment banker for First Boston Corporation and Printon Kane & Co. From 1988 to 1994 Mr. Beason was Chief Investment Officer of the First Commerce Corporation – a five bank Louisiana holding company. From 1995 to 1998 Mr. Beason served on the staff of the House Banking Committee in Washington, DC.

Mr. Beason is currently a Trustee of LaGrange College, a Director of The Community Foundation of The Chattahoochee Valley, a former Director of DASH — a housing and community renewal effort in LaGrange. He is the founder of Big Brothers Big Sisters in Troup County, an active member of the LaGrange Rotary Club and an Elder (2000–2003) of The First Presbyterian Church of LaGrange.

Director of Financial Planning
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Deanna joined Lakeview in 2019, establishing the LCP Jacksonville, Florida office. With almost 20 years in the investment and financial services industry, Deanna delivers an elegant yet contemporary wealth management experience including advanced financial planning, investment management and collaboration amongst the clients’ other team members including but not limited to estate planning attorneys ad CPAs. In addition to serving high net worth clients, Deanna specializes as an advocate for ultra high net worth women whom are about to or are going through the divorce process. Post divorce, Deanna crafts and implements a goal based plan building the foundation for her financial independence.

While pursuing a bachelor’s degree in finance at the University of North Florida, Deanna began her career pricing mutual funds for Merrill Lynch. After graduation in 1999, Deanna was quickly promoted to the Offshore Mutual Funds Trading Team where she traded billions of dollars in funds all over the globe. With an ultimate goal of being a Certified Financial Planner™ professional, Deanna joined Robert W Baird in 2000 and began working with individual clients and families through the planning and investing process. In 2002, Deanna along with a partner, opened an independent firm, Ullmann Financial Group later renamed Ullmann Brown Wealth Advisors. Over those 17 years, the firm grew from approximately $25 million to over $530 million in client assets.

Deanna has held the designations of Certified Financial Planner™ practitioner, CFP® since 2005 and Certified Divorce Financial Analyst® professional, CDFA® since 2013.

Stephen Colavito, Jr. Managing Director is the Chief Market Strategist for Lakeview Capital Partners. Stephen is responsible for developing global investment insights and working with Lakeview’s advisors to create actionable investment advice. Stephen is also responsible for representing Lakeview’s market views across all channels as a speaker and through the company's research.

Stephen has 25 years of experience in the financial services industry. Prior to joining Lakeview, Stephen was a Managing Director and Portfolio Manager for Asset Preservation Advisors. His leadership role was to help the portfolio management team on various investment strategies as well as creating content for the firm on various investment issues.

Stephen holds his Bachelor of Science Degree from Florida International University in Finance and worked as one of the top institutional fixed income salesmen for Bear Stearns Co. Inc. After Bear Stearns, Stephen was Director of Corporate Cash for Deutsche Bank and Barclays. His team worked to guide Fortune 500 treasury teams on cash and balance sheet investments.

Stephen has been seen on business shows, including Arise XChange, Bloomberg News, and Fox Business. Stephen has been a guest speaker at Texas A&M’s Mays School of Business and is a member of the Association of Financial Professionals (AFP). Stephen is an active member of his church and the father of three daughters.

Stephen holds his series 65 and is a Registered Investment Advisor.

Quote to live by; “Successful investing is having everyone agree with you later.” - Jim Grant

Managing Director
[email protected]
17 ½ N LaFayette Square
LaGrange, GA 30240

Prior to joining Lakeview Capital Partners, Mr. Crawford was a Financial Advisor since 2006 with Morgan Stanley Wealth Management and its predecessor companies. After graduating from the University of Georgia with a BBA in Finance in 1991, Mr. Crawford joined Trust Company Bank of Georgia as a Loan Officer. In 1994, he accepted a position with Synovus Financial Corp as a Credit Analyst and Commercial Lender. From 1997 to 2006, Mr. Crawford worked in the Trust and Investment division of Synovus, where he served as Senior Relationship Manager of a regional trust department. His responsibilities included investment management, trust administration and wealth transfer planning for high net worth clients. Kyle graduated from Cannon Trust School in 1999 and obtained the designation of Certified Financial Planner® in 2001.
Mr. Crawford has held leadership positions in the past as Treasurer of LaGrange Rotary Club and as a former Director for Southern Trust School. He and his wife, Kim, were members of the Leadership Georgia Class of 2004. He currently serves on the board of the West Point Lake Coalition, is a member of the Board of Planning and Zoning for the City of LaGrange and is the former Director of the Planned Gifts Committee of the West Georgia Health Foundation. He is an active member of the LaGrange Rotary Club and The First Presbyterian Church of LaGrange, where he currently serves as a Deacon.

Willis joined Lakeview in 2018 as Managing Director after owning and operating Alston Capital Advisors, a registered investment adviser firm focused on managing portfolios for high net worth households, since 2012.

After graduating from the University of Georgia with a BBA in International Business with and concentration in Finance and a minor concentration in Spanish, Willis began his career with AGCO Corporation in Atlanta, GA. Willis spent two years with AGCO working in both finance and sales capacities in Atlanta and doing project work in Mexico, Argentina, and Brazil where he lived for 6 months.

In 1998, Mr. Dobbs joined Southern Energy, Inc. (subsequently Mirant Corporation, 2001 spin-off from Southern Company) as a Corporate Finance Associate where he managed and administered the company’s debt and interest rate and currency swap portfolios until July of 2001 when he enrolled in the McCombs School of Business at the University of Texas at Austin. He earned a Master of Business Administration degree with a concentration in Energy Finance in May of 2003.

Willis returned to Mirant Corporation in 2003 and spent 3 years in Mirant’s energy trading and organization as a Senior Credit Analyst followed by three years in Mirant’s treasury organization as a Senior Financial Analyst.

In 2009, Willis joined Wells Fargo Advisors as a Financial Advisor where he built an investment advisory practice serving clients’ investment needs. He left Wells Fargo Advisors in 2012 to start Alston Capital Advisors, LLC to focus on managing portfolios for high net worth households

Willis earned the right to use the Chartered Financial Analyst® designation in 2013.

Both Willis and his wife, Leigh, are natives of Atlanta. They have two boys, Jack and Hollis, and two Yellow Labs, Cornbread and Rerun.

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

Jim joined Lakeview Capital 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.

After his time in the Army, Jim entered the financial services industry to continue to help and lead people, but also to learn all the secrets about the industry and all the ways that money was really made. It turned out there were no secrets, just a lack of information and education that Jim tries to impart upon all of his clients. Starting his career in one of the “big firms” was great because of the depth and breadth of products and services available to Jim and his clients. Over time, he became increasingly frustrated with the “big firm” model and it’s inefficiencies, and wanted to get back to a client-centered practice with a firm whose primary function was to support the advisor-client relationship, and not investment banking. After numerous conversations with Joe, Scott, and Chris, and realizing that their vision was his vision, Jim joined the firm in May of 2013 as a Managing Director.

Jim lives in Smyrna with his wife Marla and daughter Hayley (4). Jim and Marla met when they were pushed together in a crowd of Georgia fans because they were the only Tennessee graduates in the room. Go Vols! Marla is the president of Clientek Resources LLC, an HR software consulting firm. Jim coaches little league soccer and enjoys outdoor sports and time at the beach with his girls.

Managing Director
[email protected]
532 Governor Morrison St.
Suite 200
Charlotte, NC 28211
(704) 360-5060

William serves as Managing Director at Lakeview Capital Partners leading the firm’s global business development efforts for private client and institutional investors and advising high-net-worth individuals, families and family offices. He is also a member of Lakeview’s Advisory Committee, responsible for establishing and implementing the long-term strategic vision and growth-oriented initiatives of the firm.

He brings a unique background having worked in a variety of sub-sectors of the financial services industry for over 20 years, encompassing asset management, investment banking, capital markets, private wealth and corporate lending. William's broad capabilities align well for his clients, who come from diverse backgrounds and situations, including corporate executives, successful entrepreneurs, private investors, family trusts, closely held business owners, and philanthropists.

Prior to joining Lakeview Capital Partners, William was Director of Institutional Marketing for Kingfisher Capital leading the firm’s expansion across the high net worth and institutional wealth management channels, while serving in a variety of senior leadership roles; raising capital for the firm’s institutional investment strategies, including both alternative and long-only investments, providing investment planning and asset allocation research and advice to clients, and enhancing product innovation and development.

William also held various management roles in marketing, strategy and business development at Hewlett Packard, focusing specifically on wireless solutions and emerging technologies. He also spent time with Hewlett Packard’s venture investment arm, E-Services.Solutions, to build out the ecosystem of HP’s new Internet strategy, the intersection of infrastructure, services and appliances.

Additionally, William worked for First Union’s Investment Banking Group in High Yield Debt Capital Markets (a predecessor to Wachovia Securities and Wells Fargo Securities). Prior to joining First Union Capital Markets, he served as a credit analyst identifying and structuring various financing solutions across a variety of industries for middle market and corporate clients. He started his career in commercial banking, completing the Corporate Management Training Program at First Union National Bank.

William received an M.B.A. from Vanderbilt’s Owen School of Management, graduating with a dual concentration in Finance and E-Commerce, and a B.A. in Political Science and Spanish from the University of North Carolina at Chapel Hill. He attended boarding school at Episcopal High School in Alexandria, Virginia.

William resides in Charlotte with his wife, Liz, and their three children. He enjoys scuba diving, fly-fishing and golf. Additionally, he supports several charitable organizations through sponsorship and donations of time and resources.

“The more that you read, the more things you will know. The more that you learn, the more places you'll go.” Dr. Zeuss

“Successful investing is only common sense. Each system for investing will eventually become obsolete.”
Sir John Templeton

Managing Director
[email protected]
75 Fourteenth St, Suite 2400
Atlanta, Georgia 30309

Mitsy brings more than 30 years of industry experience as a financial advisor with roots in both trading and consulting for both individuals and institutions. Due to her trading background, she has extensive knowledge of the equity markets as well as the options markets. All of her life, she played sports including volleyball in college and multiple sports in high school. Sports have always been important to Mitsy, with valuable lessons learned such as how to be a team player and how to work together for the success of the team. She brings those learnings to Lakeview, working with and listening to client needs while treating each client as the captain of the team.

Lakeview’s process is a marathon, not a sprint, and a key differentiator to why she joined the firm. With previous experience at Smith Barney, she has found that working with Lakeview promotes a team environment (and there is no “I” in team). She finds that listening is the most important part of her job.

Quote to live by: “When you talk, you are repeating what you know. But if you listen, you may learn something new.” – Dalai Lama XIV

Robert Maund is Managing Director of Lakeview Capital Partners and Head of Lakeview Private Wealth, with primary responsibility for leading the firm’s advisors who specialize in serving individuals, families, and family offices with higher levels of wealth. Robert also serves as an advisor to clients, leveraging his extensive 33 years of experience and his passion for serving as an advocate for clients and their families.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Robert has consistently built trusted relationships with clients over the course of his career while serving in various leadership roles in consumer banking, commercial banking, and wealth management, most recently with Abbot Downing, a specialized boutique within Wells Fargo focused on serving individuals, families, and family offices with $50 million- $1billion+ in liquidity or net worth. Robert assisted in the formation of the Abbot Downing business in 2010 and served as Managing Director - National Markets, where he supported 13 offices across the country.

While at Abbot Downing, Robert also served as a national wealth management partner to Wells Fargo’s corporate and investment banking business, where he helped business owners navigate the transition from the sale of a closely-held business to the establishment of a successful family enterprise.

Robert earned his bachelor’s degree in business management from Auburn University, and earned his CFP® designation in 1998. He is married with three children and resides in Charlotte, NC and Charleston, SC. A native of Augusta, GA, Robert enjoys golf, fishing, pickleball, and spending time with family and friends.

Quote to live by: “Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy.” – Dale Carnegie

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

Rick joined Lakeview Capital Partners in October 2014 as a Managing Director and Registered Investment Advisor. He is a Certified Financial Planner™ professional and an active member of our investment committee.

Since 1974, Rick has been an Investment Advisor serving clients at EF Hutton (14 years), Dean Witter Reynolds (7 years), PaineWebber/UBS (12 years) and at Morgan Keegan/Raymond James and Associates from 2006 to 2014.

Our mission is to provide long-term wealth management services to families, retirees, corporate executives, and business owners in the role of “financial quarterback.” We seek to simplify the lives of our clients as we plan and invest for long-term cash flow and seek to grow assets, while assessing and managing risk. We want to serve families for the rest of their lives. This is not about which investments to make. Rather it is about a long-term, holistic wealth plan – a lifelong plan. That begins by asking you the right questions.

In the 1970s and 80s, at EF Hutton & Co., Rick was trained in and offered financial services in a variety of wealth management disciplines including stock and bond investment management, syndicate, insurance and annuities, and alternatives. Rick also served in the role of Money Management Coordinator for over 50 advisors at the former Tower Place office of EF Hutton in Atlanta. He assisted Hutton advisors by identifying experienced outside managers and putting these managers together in the most appropriate combination to meet the objectives of advisors’ clients.

During the 1990s and up to 2004, Rick provided services to corporate executive services via public companies. He was designated as a Rule 144 Specialist (dealing with insider shares) while at Dean Witter Reynolds. At Painewebber/UBS, Rick served corporate executives and their employers as a Corporate Stock Benefit Consultant. Rick provided stock benefit consulting and cashless exercise stock option services under agreements with various companies including The Coca-Cola Company (Europe and Asia), BellSouth Corporation (nationwide), and GlaxoWellcome/GlaxoSmithKline (US). He created and staffed executive service programs and managed transactions for individual executives of the above companies and others.

Rick is a 1971 graduate of Tennessee Technological University (Bachelor of Arts in English with emphasis on Business Administration). From 1971 to 1973, Rick served as an officer in the Army and was the Command Briefing Officer for the Commanding General of the U.S. Army Security Agency in Arlington, Virginia.

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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 co-founder of Boys to Men Georgia, and a former Buckhead Baseball coach. He has worked extensively as a volunteer serving the homeless, and 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.

As a native New Yorker, Sadia began her career working on Wall Street for a leading provider of business information systems, Thomson Reuters. Her experience ranges from capital markets to the insurance industry. Combining these two strengths, Sadia joined Lakeview Capital in 2020 as a Wealth Advisor.

Sadia works closely with clients to develop customized financial plans including investment management, retirement planning, cash flow needs, tax mitigation strategies, and asset protection analysis. Sadia ensures that the recommended programs encompass each client’s life goals. Sadia meets with her clients regularly and works collaboratively with their other professionals such as CPAs and attorneys. Helping people is truly Sadia’s passion.

Sadia has served on multiple nonprofit boards. Due to her love for reading and books, she currently serves on the Jacksonville Public Library Foundation. In addition, she volunteers at the Mayo Clinic, and with United Way (Real Sense) as a financial educator, she works with low income communities on the importance of financial planning and financial literacy.

Sadia has a BA in Economics from City University of New York Queens College. She lives in Jacksonville with her husband and two children. Sadia enjoys traveling with her family and enjoying the outdoors!

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

Chris joined Lakeview Capital as Partner after 7 years at Smith Barney, where he was a Financial Advisor and Financial Planning Specialist. Chris began his career in 1998 at A.G. Edwards, where he first met Scott and Laurie. Chris and his wife, Heather, an attorney with Barnes & Thornburg, live in Buckhead and have two young sons, Paine and Jack.

A passion Chris and Heather share together is devoting their time and resources to Children’s Healthcare of Atlanta. After learning their oldest son Paine was born with a heart defect, which required open heart surgery at 12 weeks old, the incredible care they received led them to get involved. “We are so blessed Paine is completely healthy, and you would never know anything was ever wrong with him. Seeing so many sick children and over-hearing stories from parents whose children were never going home, we knew we found our cause.” Chris currently serves on the Children’s Sports Network Corporate Board, while Heather has served on the annual Hope and Will Ball Steering Committee. Chris and Heather are also actively involved with Adopt A Golden Atlanta, a nonprofit rescue organization for Golden Retrievers.

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, projections and percentages. I never thought when I got in this business I would spend twice as much time counseling and discussing ‘life and family issues’ as I did talking about market performance and retirement projections. While those are certainly important pieces of the puzzle, there are many others—some of which cannot be put down on paper. I love diagnosing client issues and concerns, and working with them to resolve whatever worries them.”

Dean joined Lakeview in 2019 as a Wealth Advisor after owning and operating St Marie Financial Advisors in Brevard, NC. St Marie Financial Advisor was a Financial Planning and Wealth Advisory firm Dean began in 2011. After graduating from Barry University in Miami and working for IBM in Boca Raton, FL, Dean moved to Birmingham, AL and worked with Welch Financial Advisors, specializing in wealth advisory for high net worth clients.


Dean moved to Brevard in Western North Carolina in 1992 and worked for Carolina Financial Group (CFG), a boutique Investment Bank, specializing in Venture and Debt financing for middle market companies.


Dean began his Investment Advisory career while with CFG to help friends and family with unique financial needs. After joining Edward Jones in 2008, Dean returned to his own firm in 2011 because it offered his clients options that Edward Jones did not offer at the time.
Dean earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2004. Dean also earned the Certified Exit Planner Advisor (CEPA) designation in 2019.


Dean is on the board of SAFE, a woman’s shelter in Transylvania County and the Friends of the Ecusta Trail, a rail/trail formation board. He is the past president of the Brevard/Transylvania Chamber of Commerce as well as the recipient of the Business Person of the Year 2015 and the Ester Wesley Award in 2019.

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Joe 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.

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

 


Robert is Institutional Wealth Director and Partner of Lakeview Capital Partners. 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. “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.”

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, “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.”

Managing Director
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Director of Financial Planning
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Marilyn has been with LCP since the Spring of 2018. Prior to Lakeview, Marilyn worked in the financial services industry for five years combined with 15 years of customer service experience. In her spare time, Marilyn enjoys traveling, hiking, and working on home renovation projects.

Quote to live by:

“For truly I tell you, if you have faith the size of a mustard seed, you will tell this mountain, ‘move from here to there,’ and it will move. Nothing will be impossible for you.” – Matthew 17:20

Client Service Specialist
[email protected]

Erin brings twenty-five 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.

In 2014, Erin joined Lakeview Capital Partners as a Client Service Specialist with her primary focus on assisting LCP advisors and their clients, before moving to the position of Director of Operations in 2019.

Erin 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.

Quote to live by: “You are never too old to set another goal or to dream a new dream.” – Les Brown

Principal - Director of Operations
[email protected]
75 Fourteenth St.
Suite 2400
Atlanta, GA 30309

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.

Client Service Associate
[email protected]

1201 Peachtree Street NE, Suite 1850
Atlanta, GA 30361
404-400-5111 direct

Lashika brings with her over 20 years of professional experience in Customer Service, Real Estate, and the Retail Industry. Before coming aboard Lakeview Capital Partners, she spent the last nine years in Retail as an Operations Manager. She also successfully completed Real Estate School with Georgia MLS becoming a Licensed Real Estate Agent for the State of Georgia.

She currently resides in Clayton County with her husband of 18 years, a son, and a little Shih Tzu named Ginger. In her free time she loves to watch Food Network, Property Brothers, and enjoys hanging out with friends and family.

Quote to live by: “When you’re good at something, you’ll tell everyone. When you’re great at something, they’ll tell you.” –Walter Payton

Corporate Retirement Plans

Trust and Estate Planning

Tax and Business Planning Services

Corporate Retirement Plans