We take everything personally.

Your assets aren’t just numbers, they represent your time, your plans, and your hopes for the people you care about. We believe they deserve nothing less than our deepest—most personal—investment.

We founded Lakeview in 2006 because we wanted to make wealth management more personal. We believed then and we believe now that successful relationships between individuals and advisors are based on trust, and that trust is earned through intelligent advice and hard work. We’ve been able to attract an amazing clientele because we’ve remained committed to every individual, and stayed hungry for new ideas.

Our Approach

What’s different about our approach is not the steps we take, but the amount of care we put into each and every one.

  • Thoroughly Personal

    When we offer guidance, it’s based on our understanding of you as much as on our understanding of the markets. We aren’t just putting you in a generic plan based on risk tolerance, we’re building one around your individual goals and values.

  • Clearly Unbiased

    We’re proudly independent, meaning that our advice is always unbiased, and you are part of every decision. All of our clients get a written, personal investment strategy, because greater clarity now means greater confidence later.

  • Constantly Evolving

    We ensure that your financial plan evolves at the speed of life. Our highly collaborative team brings a diverse set of professional and life experience to the table. We use our experience to help you make informed decisions about complex issues and find creative solutions to your unique challenges.

Smart advice from people who know you and understand your challenges.

Each of our lead advisors is a Certified Financial Planner™ professional and averages over 20 years of industry experience.

john-m-dunstan

John (Mac) Dunstan

CFP®

Lead Advisor

lisa-peters

Lisa Peters

CFP®, CDFA™

Lead Advisor

julie-a-back

Julie A. Back

CFP®

Lead Advisor

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B. Kelly Keydel

CFP®, MBA, CDFA™

Lead Advisor

maureen-jones

Maureen Jones

CFP®, ADPA®

Lead Advisor

kristine-mchugh

Kristine McHugh

CFP®

Advisor

tanya-rhodes

Tanya Rhodes

CFA®

Associate Advisor

Rob-Lane

Rob Lane

JD/MBA, LLM

Associate Advisor

deborah-gibbs

Deborah Gibbs

Client Service Specialist

nicholas-bussard

Nicholas Bussard

Advisory Support Associate

heather-martin

Heather Martin

Administrative Assistant

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Bryant Iskandar

Assistant Client Service Associate

Are you ready for personalized peace of mind?

We’d be happy to answer any questions you have or to schedule a consultation with one of our certified financial planners.

Get in touch