20 Years of Guidance. Trust. Partnership.
For two decades, Lakeview Financial Services has had the privilege of helping individuals, families, and businesses make confident financial decisions. As we celebrate our 20th anniversary, we reflect with gratitude on the relationships we’ve built and the trust our clients and partners have placed in us.
Since our founding in 2006, our mission has remained the same: to provide thoughtful financial guidance, personalized strategies, and long-term support to help our clients pursue their goals with confidence.
This milestone belongs not only to our team—but to everyone who has been part of our journey.
Our Story
Lakeview Financial Services, LLC was founded in 2006 in Boise, Idaho, as a Brokerage General Agency with a clear mission: to support the success of financial professionals.
We partner with life insurance agents and financial advisors across the country, providing access to leading carriers, efficient processing systems, and a dedicated case management team. Our focus has always been on delivering exceptional service and simplifying the process so our partners can better serve their clients.
Rick Gallegos
Rick co-founded Lakeview Financial Services in 2006 and brings over two decades of experience in life insurance brokerage and financial services. He plays a key role in agency growth, focusing on recruiting and helping agents identify opportunities within their existing business.
In 2020, Rick co-founded Price4Life, expanding Lakeview’s reach within the life insurance marketplace. He also serves on the Advisory Board of Directors for Tellus Brokerage Connections.
Matt Gallegos
Matt co-founded Lakeview Financial Services in 2006 and brings over 20 years of experience in brokerage, direct sales, and advanced markets.
He is recognized for innovation in operations and was honored with the NAILBA ID Twenty Award for Operations & Process Innovation. His leadership has helped position Lakeview as a high-performing agency within major IMOs.
Matt also co-founded Price4Life in 2020.
Mike Burns
Mike partnered with Lakeview Financial Services in 2006 and brings over 30 years of experience in life insurance sales, wholesale brokerage, and financial services.
A graduate of Boise State University with a degree in Psychology, Mike has played a key role in growing production and supporting producers. He also helped develop Mobile Insurance Solutions and the SwiftApp platform.
Team Milestones
- 2006
- Rick Gallegos (Co-Founder)
- Matt Gallegos (Co-Founder)
- Mike Burns (Co-Founder)
- Andrea Cooper
- 2007
- Mike Grooms
- Roni Wheaton
- 2008
- Tony Gallegos
- Kathy Butler
- Cheryl Jeffs
- 2013
- Ben Burns
- 2014
- Ed Philp
- 2020
- Stephanie Gallegos
- 2022
- Russ Schalk
Our Core Values
Over the past 20 years, our growth has been guided by a set of core values that shape how we serve our clients, support our partners, and work together as a team.
- Do the Right Thing
We hold ourselves to the highest standards of integrity and always strive to do what is right—for our clients, our partners, and our team. - Kindness & Appreciation
An attitude of appreciation doesn’t cost anything. We believe in being respectful, grateful, and kind in every interaction. - Client First, Always
We put the interests of the client first, the agent second, and ourselves third. This principle is at the heart of every decision we make. - Team Unity
We believe our strength comes from working together. Collaboration, trust, and support define our culture. - Creativity & Innovation
We think outside the box and continuously look for better ways to serve our clients and partners. - Embrace Positive Change
The financial landscape is always evolving—and so are we. We welcome change as an opportunity to grow and improve. - Pursue Excellence
We are not afraid to be great. We challenge ourselves to deliver the highest level of service and expertise every day.
Thank You to Our Clients and Partners
Our success over the past 20 years would not have been possible without the trust and loyalty of our clients and partners.
We are deeply grateful for the opportunity to support your business and be part of your success.
Looking Ahead
While we are proud of the past two decades, we are even more excited about the future.
As the industry continues to evolve, Lakeview Financial Services remains committed to innovation, service, and helping our partners grow.
Here’s to the next 20 years.