Red Rock Strategic Partners was founded in 2009 with a single mission: to collaborate with clients to help them achieve their desired outcomes. We approach each of our clients with fresh eyes to develop customized, unique strategies.
Contact us today and see what we can do for you.
Where the Passion Begins
Chief Executive Officer
As founder and CEO of Red Rock Strategic Partners, Matt has a passion for helping advisors, teams, leaders and firms reach their greatest potential.
Matt began his career at the age of 23 consulting exclusively to the retail brokerage industry. Matt sought to help brokers, managers and teams grow their practices and add more value to clients.
In 1998, Matt joined Smith Barney and held senior level roles in professional development, business development, marketing, national sales, fee based asset management and wealth management.
Matt also served as the Director of Business Development for Regions Financial / Morgan Keegan before launching Red Rock Strategic Partners.
Matt has been quoted in industry publications such as Registered Rep and Research Magazine and has spoken at industry conferences such as the Banking, Insurance and Securities Association (BISA) and Investment Management Consultants Association (IMCA).
JOHN T. RHETT, III
Chairman, Senior Managing Director
With more than 40 years of investment banking and brokerage experience, John Rhett provides Red Rock's clients with insight to deliver results-oriented success.
Prior to joining Red Rock, John served as the Chairman and CEO of SunTrust Investment Services. John also launched Alexander Key Investments, a subsidiary of SunTrust Capital Markets and held roles at Robinson Humphrey and Merrill Lynch.
He is a past president of the Atlanta Municipal Bond Club, and a past member and co-chairman of the Smith Barney Branch Manager Council. He also recently served on the District 7 FINRA Board of Directors. Currently, he is a guest lecturer for undergraduate and graduate studies with the Georgia Tech College of Management.
CEO, Wealth Tech
Lori is a 25-year veteran of the wealth tech industry and known for her intense passion for continuous improvement on behalf of financial advisors and the firms that serve them.
In 2017, Lori co-founded Advisor Innovation Labs (AI Labs), where she and her colleagues build intuitive ‘systems of engagement’ between advisors and their clients, creating a more meaningful relationship, via a digital interaction layer. Prior to founding AI Labs, Lori served as Chief Operating Officer for Pershing, a BNY Mellon company, sharing leadership responsibility with the CEO for managing the Pershing family of companies. Previously, Lori was Group President of Advisory Services for Envestnet. She had been with Envestnet since its founding in 2000.
Lori has been recognized by many industry publications; “Winner in Wealthtech” by Wealth Management Today, A “Woman to Watch” by InvestmentNews, and was included in the Investment Advisor’s list of “The 25 Most Influential People in the Financial Industry”, among others.
Lori currently serves on several boards including the corporate Board of Directors for Riskalyze, Vestwell’s Advisory Board, Ben Franklin’s Tech Partners External Review Committee in Philadelphia, MMI’s Women in Wealth Management Co-Chair and the Executive Committee for the Envestnet Institute on Campus.
Partner, Senior Relationship Management Executive
Chris works closely with clients to define implementation strategies that drive execution and growth in their business.
Prior to joining Red Rock, Chris spent the first 11 years of his career in a variety of roles at Hartford Annuities and Hartford Funds. He began as an internal sales rep before eventually transitioning into the role of Senior Strategic Relationship Manager.
EVP, Director of Institutional Relationships
With more than 35 years in the industry, Lee has seen it all - and is ready to help Red Rock’s clients achieve their business objectives.
Prior to Red Rock, Lee served as Senior Vice President and Subject Matter Expert at Cannon Financial Institute. Lee also served as Director of Solutions Consulting at Symcor, LP where he acted as subject matter expert and banking industry expert in providing solution strategies for financial institutions. He also served as Executive Vice President for Global Concepts McKinsey & Co as well as National Sales & Marketing Director for Deloitte Consulting.
Since joining the Red Rock team, Jessica has played a crucial role in the continued success of the business. Her exceptional skill set, true passion and creativity helps ensure that clients' needs are being met and that each engagement is a success.
Perry L. Chesney is a Consultant with Red Rock Strategic Partners and a veteran of over 30 years in the financial services industry. Perry understands the needs and challenges facing the industry and brings insight and experience to every engagement to deliver meaningful impact.
Prior to joining Red Rock, Perry was the Senior Managing Director of Wealthcare Capital Management’s® Global Client Group and a member of its Executive Committee. He also held roles as an advisor and manager at SunTrust
Head of Millennial Research
Dr. Kent J. Wessinger is Head of Millennial Research at Red Rock Strategic Partners and developer of one of the most comprehensive research projects on millennials in the world. Dr. Wessinger's research is securing growth and fortifying profit throughout the financial services sector.