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Chip began his financial services career two days after graduating from college when he moved to Atlanta to work at Yield Quest Investment Group with Mc Donald Investments, Inc., where he was a Vice President (1998-2004). 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. He has been married to Crystal for over 10 years and they have three beautiful daughters, Olivia, Alyssa and Lilah.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). in Finance with a minor in Economics from Rensselaer Polytechnic Institute in Troy, New York.Laurie has made a lifelong career in the securities industry holding Series 7 and 66 licenses.She co-founded Lakeview Capital Management in 2009.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.
They joined Lakeview Capital Partners as Managing Directors in 2014.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.They previously worked as financial planners at Morgan Keegan and HA&amp;amp; 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.