We will strive to educate and enable Lakeside clients to achieve financial confidence through a process aligned with their 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.
Lakeside officially opened for business in 2002 under the leadership of Mark Chamberlain, who had recently transitioned from a 20-year career as a commodity trader at The Chicago Board of Trade.
Shortly after embarking on his own, Mark met Tim Rice in 2004 and the duo decided to officially become partners in 2006. Tim’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 Timothy VerSchure, Senior Vice President.
Today, Lakeside is a team of 38 industry professionals who strive to collectively walk with our clients through life; incorporating financial planning, retirement goal setting, legacy planning and more into their journey. Simply put, we help our clients eliminate financial chaos, so they can spend more time doing what they actually like to do.
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We have given over $1,000,000 back to our local communities over the last ten years.
Lead donor for the Valparaiso Boys and Girls Club new gym floor
Lead donor for the Shirley Heinze Land Trust “Take a Walk With Shirley” campaign
Lead sponsor for Frontline Foundations “Hooked on Art” Festival
Sponsor of Rebuilding Together's Duneland's annual work day
"Nothing but Net" Sponsor for the Valparaiso University men’s basketball games for benefit
of the Boys and Girls Clubs of Porter County
Lead donor and sponsor of the matching gift program for the Duneland Education Foundation
Pacesetting donor for the Capital Campaign of the new Duneland Boys and Girls Club
Lead donor for the Porter County Community Foundation "Tomorrow Starts Today"
Pacesetting donor to the United Way annual campaign allowing the organization to capture
over $150,000 (over two years) in matching grants for early childhood education
Lead sponsor of Housing Opportunities Fashion Show and Don Quixote event; along with
providing a matching gift for Give Day
Co-presenting sponsor of the Boys and Girls Club of Greater NWI annual golf outing
Started the Lakeside Donor Advised Fund plus numerous additional sponsorships to many organizations
In addition to the contributions of our treasures, we give of our talents through service to the following organizations:
Current vice-chair (and former board chair) of the Boys and Girls Clubs of Porter County
Campaign co-chair of the Duneland Boys and Girls Club Capital Campaign
Pacesetting Gifts Chair of the Duneland Boys and Girls Club Capital campaign
Board member of the Duneland Chamber of Commerce
Member of the Board of Directors for the IU Health Surgicenter
Treasurer and Member of the Board of Directors for the Valparaiso Parks Foundation
Board member of the Duneland YMCA
Board member of Frontline Foundation
Advisory board member of Frontline Foundation
Tutor at the Valparaiso Boys and Girls Club
Volunteers of Lakeshore PAWs Animal Shelter
Board member of the Indiana Chamber of Commerce
Past board member of LaPorte Hospital
Past board chair of the Duneland Chamber of Commerce
Past president Chesterton Rotary
Former board chair of Housing Opportunities
Member of the board of directors for Porter County Community Foundation
Board of directors for Family House
Board member for Emma's Footprint
Member of the Chesterton-Porter Rotary Club