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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.

Our History

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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Community Outreach

21,100+

Volunteer Hours

43

Awards of Excellence (And Counting)

We have given over $1,000,000 back to our local communities over the last ten years.

 

Outreach Highlights

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Lead donor for the Valparaiso Boys and Girls Club new gym floor

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Lead donor for the Shirley Heinze Land Trust “Take a Walk With Shirley” campaign

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Lead sponsor for Frontline Foundations “Hooked on Art” Festival

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Sponsor of Rebuilding Together's Duneland's annual work day

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"Nothing but Net" Sponsor for the Valparaiso University men’s basketball games for benefit
of the Boys and Girls Clubs of Porter County

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Lead donor and sponsor of the matching gift program for the Duneland Education Foundation

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Pacesetting donor for the Capital Campaign of the new Duneland Boys and Girls Club

Porter County Community Foundation Award - Advisor of the Year

Lead donor for the Porter County Community Foundation "Tomorrow Starts Today"
campaign

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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

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Lead sponsor of Housing Opportunities Fashion Show and Don Quixote event; along with
providing a matching gift for Give Day

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Co-presenting sponsor of the Boys and Girls Club of Greater NWI annual golf outing

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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
($4MM 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

Additional Community Partners

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Valpo Parks Foundation
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Family House
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