Awards

2018

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Invest in Others – Community Service Award

awarded to Tim Rice

This award recognizes the charitable work of financial advisors and financial services firms in communities across the country and around the world. Advisors are nominated by their peers for actively giving back to non-profits to improve their communities and make a difference in the lives of others.

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Financial Times Top 300 Registered Investment Advisors

Ranked by having a minimum of $300 million in assets with no more than 75% of a practice's assets being institutional. Qualified RIAs were scored on several factors, including AUM, AUM growth rate and compliance record.

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# 7 Best Places to Work in Indiana

This exciting initiative is dedicated to identifying and recognizing Indiana’s best employers.  The "Best Places to Work in Indiana" project is a statewide program managed by Best Companies Group.

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Paul Harris Fellow Award

awarded to Elizabeth Marks, Jenn Brown, Kirk Futrell, and Amanda Herren

The Paul Harris Fellow recognition acknowledges individuals who contribute, or who have contributions made in their name, of $1,000 to The Rotary Foundation of Rotary International.

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Financial Times 401 Top Retirement Advisors

awarded to Tim VerSchure

Qualified advisors were scored on several factors, including DC AUM, growth in DC plan business, specialization in the DC business, years of experience, participation rate, industry certifications and compliance record.

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NAPA Top DC Advisor Team

Ranked by self-reported DC assets under advisement – this list presents a compelling case for the impact on the nation’s private retirement system. Every team on this list of 275 has in excess of $100,000,000 in DC assets under advisement.

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NWI Times Top 20 Under 40

awarded to Amanda Herren

This regional award recognizes young, standout professionals for their work inside their industry or inside their community

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NAPA Top Women Advisor

awarded to Jennifer San Fillippo

The NAPA Top Women Advisor award was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

2017

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NAPA Top DC Advisor Team

Ranked by self-reported DC assets under advisement – this list presents a compelling case for the impact on the nation’s private retirement system. Every team on this list of 275 has in excess of $100,000,000 in DC assets under advisement.

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NAPA Top Women Advisors

awarded to Jennifer San Fillippo

The NAPA Top Women Advisor award was created to acknowledge the contributions of a growing number of women who are making significant contributions to the retirement industry, as well as bringing excellence to the profession.

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Influential Women of Northwest Indiana

awarded to Kelly Shikany

This award recognizes the region’s successful women professionals in all areas of business, industry and community service.

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# 14 Best Places to Work in Indiana

This exciting initiative is dedicated to identifying and recognizing Indiana’s best employers.  The "Best Places to Work in Indiana" project is a statewide program managed by Best Companies Group

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Dorothy M. Porter Volunteer Award

awarded to Tim Rice

This award was presented to Lakeside President Tim Rice for extraordinary volunteer services throughout the community.

2016

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Finalist for Invest in Other’s Corporate Philanthropy Award

This national award recognizes the top philanthropic financial firms across the country. Lakeside was honored to be named as a finalist for the 2016 awards.

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Duneland Chamber Volunteer of the Year Award

awarded to Kelly Shikany

This award was given to Lakeside Advisor Kelly Shikany for her countless efforts to make the Duneland community a better place to live, work and play.

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#10 Best Places to Work in Indiana

This exciting initiative is dedicated to identifying and recognizing Indiana’s best employers.  The "Best Places to Work in Indiana" project is a statewide program managed by Best Companies Group.

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NAPA Top 50 Advisors Under 40

awarded to Tim VerSchure

Based on a combination of voting by NAPA members and a profile of their business, these young plan advisors are the future leaders of our industry and seem eager to step up. Though there are concerns about whether younger people will be attracted to the financial services industry and a severe lack of effective training, NAPA’s “50 under 40” list shows that the DC advisory business is healthy, with promising new leaders emerging.

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Financial Times 300 Most Influential Advisors

awarded to Tim VerSchure

The 401kWire honored 300 of the most influential DC advisors. The list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 readers votes as well as input from last year’s Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.

2015

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#6 Best Places to Work in Indiana

This exciting initiative is dedicated to identifying and recognizing Indiana’s best employers.  The "Best Places to Work in Indiana" project is a statewide program managed by Best Companies Group.

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Financial Times 300 Most Influential Advisors

awarded to Tim VerSchure

The 401kWire honored 300 of the most influential DC advisors. The list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 readers votes as well as input from last year’s Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees

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Putting Duneland on the Map Award

This award is given to a company in the Duneland community who has brought local, regional and/or national recognition to the Duneland area through positive individual or company news, awards or acknowledgements.  

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NAPA Top 50 Advisors Under 40

awarded to Tim VerSchure

Based on a combination of voting by NAPA members and a profile of their business, these young plan advisors are the future leaders of our industry and seem eager to step up. Though there are concerns about whether younger people will be attracted to the financial services industry and a severe lack of effective training, NAPA’s “50 under 40” list shows that the DC advisory business is healthy, with promising new leaders emerging.

2014

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United Way Pacesetter Award

To qualify as a Pacesetter, you must increase campaign or participation by 3 percent and provide donor information to United Way for thank-yous. Pacesetter companies set the pace for the whole community by running their United Way campaigns between June 1 - August 31, before the traditional fall kickoff.

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Assistant Committed to Excellence Award

awarded to Anisha Curless

Recognizes outstanding retail customer service and excelling in overall sales, customer service, store design, merchandising, and community service.

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Times 20 Under 40 Award

awarded to Tim VerSchure

The Northwest Indiana Times Media Company identifies 20 people in the region who have absorbed all of their lessons in business and show their ability to be leaders on a daily basis.  

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Duneland Chamber of Commerce Humanitarian of the Year Award

awarded to Jocelyn Hibshman

The Humanitarian of the Year Award honors an individual or organization that actively promotes and provides humanitarian services to the Duneland community.

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NAPA Top 50 Advisors Under 40

awarded to Tim VerSchure

Based on a combination of voting by NAPA members and a profile of their business, these young plan advisors are the future leaders of our industry and seem eager to step up. Though there are concerns about whether younger people will be attracted to the financial services industry and a severe lack of effective training, NAPA’s “50 under 40” list shows that the DC advisory business is healthy, with promising new leaders emerging.

2013

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#9 Forbes’ Fastest Growing RIA

Forbes and RIA database rank the nation’s fee-only advisory firms. They’ve ranked the most prominent fee-only RIAs in the country into three categories: Top 50 Fee-Only RIAs by discretionary AUM, Top 50 Fastest-Growing RIAs and the Top 50 RIAs under $500 million in assets whose assets have grown by at least 30% in the past year.

Influential Woman of Northwest Indiana Award

awarded to Jocelyn Hibshman

This award recognizes the region’s most successful women professionals in all areas of business, industry and community service.

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NEITF Awards

awarded to Kelley Weisenbacher

Northwest Indiana Excellence in Theatre Foundation. Each season, NIETF viewers attend all eligible shows and submit their nominations. These nominations are accumulated until the end of the season when a special meeting is held to vote on this list, narrowing the field down to the final nominees in each category.

2012

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Porter County Community Foundation Advisor of the Year Award

awarded to Tim Rice

The Porter County Community Foundation recognized the remarkable work being done by individuals and local nonprofit organizations by awarding four Outstanding Achievement Awards at its annual celebration.

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NEITF Awards

awarded to Kelley Weisenbacher

Northwest Indiana Excellence in Theatre Foundation. Each season, NIETF viewers attend all eligible shows and submit their nominations. These nominations are accumulated until the end of the season when a special meeting is held to vote on this list, narrowing the field down to the final nominees in each category.

2011

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Housing Opportunities Volunteer of the Year Award

awarded to Tim Rice

Housing Opportunities recognizes individuals who step in, step up, and step forward by creating a bridge from homeless to home in a hands-on community-wide effort.

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NEITF Awards

awarded to Kelley Weisenbacher

Northwest Indiana Excellence in Theatre Foundation. Each season, NIETF viewers attend all eligible shows and submit their nominations. These nominations are accumulated until the end of the season when a special meeting is held to vote on this list, narrowing the field down to the final nominees in each category.

2010

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Indiana Business Quarterly - Top Northwest Indiana CEOs

awarded to Mark Chamberlain

The region’s best business and community leaders were selected based on their leadership success, business acumen and involvement in the community.

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NEITF Awards

awarded to Kelley Weisenbacher

Northwest Indiana Excellence in Theatre Foundation. Each season, NIETF viewers attend all eligible shows and submit their nominations. These nominations are accumulated until the end of the season when a special meeting is held to vote on this list, narrowing the field down to the final nominees in each category.

2009

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Indiana Small Business Developments Persons of the Year Finalist

awarded to Mark Chamberlain and Tim Rice

The Indiana Chamber of Commerce recognizes small business  in these areas:

  • Individual who owns or operates a small business
  • Demonstrated staying power and history of a business
  • Growth in employment under leadership
  • Increase in sales and/or unit volume
  • Positive current/past financial performance
  • Innovative service, product or process
  • Response to adversity
  • Contributions to community
  • Business must be located in Indiana

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NEITF Awards

awarded to Kelley Weisenbacher

Northwest Indiana Excellence in Theatre Foundation. Each season, NIETF viewers attend all eligible shows and submit their nominations. These nominations are accumulated until the end of the season when a special meeting is held to vote on this list, narrowing the field down to the final nominees in each category.

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EDGE Award

The Indiana Small Business Development Center honors companies for their entrepreneurial contributions through the Economic Development through Growth and Entrepreneurship awards.

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Paul Harris Fellow Award

awarded to Mark Chamberlain

The Paul Harris Fellow recognition acknowledges individuals who contribute, or who have contributions made in their name, of US$1,000 to The Rotary Foundation of Rotary International.

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Times 20 Under 40 Award

awarded to Tim Rice

The Northwest Indiana Times Media Company identifies 20 people in the region who have absorbed all of their lessons in business and show their ability to be leaders on a daily basis.  

Check the background of this financial professional on FINRA’s BrokerCheck.