• Mission Statement

    We will strive to: Educate and enable Lakeside clients to achieve financial confidence through a process aligned with their values.

  • Values

    We believe in:

    ...taking complex information and simplifying it into an understandable game plan for our clients.

    ...creating, evolving, and sustaining a state of the art qualified plan process that is repeatable and scalable.

    ...enabling a creative and meaningful work environment for every employee of Lakeside.

    ...nurturing a strong sense of community in our culture that is a reflection of our personal and collective values.

    History

    Lakeside officially opened for business in 2003 under the leadership of Mark Chamberlain. Mr. Chamberlain had recently transitioned from a 20 year career as a commodity trader at The Chicago Board of Trade.

    Shortly after this Tim Rice joined Chamberlain in 2004 and the duo officially became partners in 2006. Mr. Rice’s previous experience also included the trading floors in Chicago with Goldman Sachs, as well as, experience in the food industry.

    As the company grew over the next several years, additional partners were added including Chip Mang, Chief Investment Officer, and Tim VerSchure, Senior Vice President.


    Meet the Team