Mark W. Chamberlain

Chief Executive Officer
CWS®, AWMA®, AIF®, C(k)P®

Mark Chamberlain, Chief Executive Officer, started Lakeside Financial Group in 2002. As the firm grew to Lakeside Wealth Management, Mark added several key players to...

Tim Rice

President
AIF©, CWS©, C(k)P©

Tim Rice, President, has over 15 years of experience in the finance industry. He began his career at Lakeside Wealth Management in 2004. Tim focuses...

Chip Mang

Chief Investment Officer
CFP®, CWS®, AIF®, C(k)P®

Chip Mang, Chief Investment Officer, has been with Lakeside for nearly 15 years. Starting as a Financial Advisor, Chip currently leads the Asset Management Division....

Timothy J. VerSchure

Senior Vice President
AIF©, CWS©, C(k)P©

Tim VerSchure joined the Lakeside Wealth Management team in 2008 as a Financial Advisor. Today, Tim serves as Senior Vice President of Lakeside. As head...

Jocelyn Hibshman

Chief Compliance Officer Long-Term Care Planning Specialist
CLTC®

Jocelyn Hibshman, Chief Compliance Officer and Long Term Care Planning Specialist, has been with Lakeside for over 10 years. Jocelyn’s wide array of responsibilities include...

Jennifer San Fillippo

Vice President
C(k)P©, QPFC

Jennifer San Fillippo, Vice President, joined the Lakeside Team in 2017 bringing more than 25 years of industry experience with her. Jennifer’s focuses include servicing...

Craig Draper

Director of Qualified Plans & In House Counsel

Craig Draper, Retirement Plan Consultant and In House Counsel, has over 20 years of experience in the finance industry. Craig’s main responsibility is servicing corporate...

Elizabeth A. Marks

Director of Strategic Development

Elizabeth Marks, Director of Strategic Development, has over 8 years of experience in the finance industry. She began her career at Lakeside Wealth Management in...

Aaron Adcock

Director of Wealth Management Division
CWS©, C(k)P©

Aaron Adcock, Director of Wealth Management Division, has over 15 years of experience in the finance industry. Aaron educates, mentors, and trains the next generation...

Kelly Shikany

Director of Wealth Management Division
CFP®, CDFA ™, CWS®

Kelly Shikany, Financial Advisor, has over 30 years of experience in the finance industry.Kelly leads the women and wealth initiative at Lakeside. In 2013 Kelly’s...

Nick Walding

Director of Portfolio Management
CFA®

Nick Walding, Director of Portfolio Management, started at Lakeside as an intern while attending Valparaiso University. After earning his Chartered Financial Analysis® (CFA) designation, Nick...

Michele Heinold

Director of Operations

Michele Heinold, Director of Operations –Retirement Plan Division, has been with company for over 5 years. She is a driving force behind Lakeside’s corporate 401(k)...

Amanda Herren

Director of HR & Technology

Amanda Herren, Executive Assistant to the CEO and HR Coordinator wears several different hats for the Lakeside team. Her primary focus is scheduling and maintaining...

John Masterson

Retirement Plan Consultant
AIF®, QPFC®

John Masterson, Retirement Plan Consultant, has over 25 years of experience in the finance industry. John’s main focuses include helping plan sponsors to mitigate their...

Michael DeLeon

Retirement Plan Consultant
AIF©, CWS©, C(k)P©

Michael DeLeon, Retirement Plan Consultant, began his career at Lakeside as an intern from Indiana University Northwest. Shortly after passing his licensing and certification exams,...

Tom Muldowney

Financial Advisor

Tom Muldowney, Financial Advisor, joined the Lakeside team with over twenty five years of experience in financial services. Tom serves both private wealth clients and...

Chris Ylo

Financial Advisor
AIF©

Chris Ylo, Financial Advisor, joined the Lakeside team with over 25 years of exceptional service in the financial industry. As a seasoned professional, Chris has...

Chris Frain

Financial Advisor
CWS®, CRPS®

Chris Frain, Financial Advisor, serves Lakeside clients in both the Retirement Plan Division and the Private Wealth Division.Chris specializes in assisting administrators, teachers and staff...

Kris Hornyak

Financial Advisor
CWS®

Kris Hornyak, Financial Advisor, services clients in both private wealth and corporate retirement plan divisions. His main focuses include meeting preparations and follow up with...

Cory Helmbrecht

Financial Advisor
CWS®

Cory Helmbrecht, Financial Advisor, began his career in finance even before graduating from Purdue North Central. Cory serves as an advisor in Lakeside’s private wealth...

Kirk Futrell

Financial Advisor
CWS®

Kirk Futrell, Financial Advisor, has over 25 years of experience in the finance industry. At Lakeside Kirk’s primary focuses include researching some of the best...

Megan Marshall

Financial Advisor

Megan Marshall, Financial Advisor began her career at Lakeside shortly after graduating from Purdue University. Her focus primarily resides in the private wealth division, serving...

Edward A. Cheatham

Financial Advisor
RICP©

Ed Cheatham, Financial Advisor, has over 30 years of experience inside the financial industry. His vast knowledge in the space allows him to focus on...

Walter Johnson

Registered Sales Assistant

Walter “Wally” Johnson has been a part of the Lakeside Team for over 10 years. His primary focus is working with our qualified plans team...

Jenn Brown

Corporate Communications Manager

Jenn Brown, Corporate Communications Manager has over 12 years of experience in the marketing industry. Jenn is the face behind Lakeside’s social media, press releases,...

William Howard

Operations Coordinator Private Wealth Division

William “Bill” Howard, Operations Coordinator –Private Wealth Division, has over 40 years of experience in the finance industry. Beginning his career as a Financial Advisor,...

Hunter Mang

Client Services Associate - Asset Management Division

Hunter Mang serves as a Client Services Associate in Lakeside’s Asset Management Division. Hunter joined the firm after graduating for Purdue University in the spring...

Mindy Reineke

Registered Sales Assistant

Mindy Reineke, Registered Sales Assistant,joined the Lakeside team with over ten years of experience inside the finance industry. Her primary responsibilities include managing client appointments...

Kelly Sieman

Senior Client Services Associate

Kelly Sieman, Senior Client Services Associate, is the longest tenured staff employee at Lakeside, celebrating her ten year anniversary in 2015. She has held several...

Nicole Pollock

Senior Client Services Associate

Nicole Pollock, Senior Client Services Associate, has over 10 years of experience in the finance industry.In early 2017 Nicole entered into her most recent role...

Kelley Wisenbacher

Operations Coordinator - Retirement Plan Division

Kelley Weisenbacher, Senior Operations Coordinator–Retirement Plan Division, has been with Lakeside for over 12 years. She began as an Administrative Assistant and has held several...

Shirley Long

Participant Services Associate Retirement Plan Division

Shirley Long, Participant Services Associate–Retirement Plan Division, has been with Lakeside for over 10 years. Working on the corporate 401(k) side of LWMG, Shirley is...

Anisha Curless

Executive Assistant Participant Education Coordinator

Anisha Curless, Executive Assistant and Participant Education Coordinator, began her career at Lakeside as a Client Services Associate. Shortly after she started, Anisha transitioned into...

Amanda Calvert

Operations Coordinator
Retirement Plan Division

Amanda Calvert, Operations Coordinator – Retirement Plan Division, started her career with Lakeside as the Client Relations Associate. After assisting the Retirement Plan Division with...

Jennifer Fultz

Compliance Coordinator / Executive Assistant

Jennifer Fultz, Compliance Coordinator and Executive Assistant,began her career at Lakeside as a receptionist over five years ago. Before the completion of her first year...

Elaine Anderson

Senior Client Services Associate

Elaine Anderson, Senior Client Services Associate, has nearly 20years of experience in the finance industry. Elaine serves Lakeside clients by assisting in asset movement, opening...

Elizabeth Tavidian

Executive Assistant

Elizabeth Tavidianholds a dual role with Lakeside, serving as the Executive Assistant for Vice President, Jennifer San Fillippo, and Office Manager our “Lakeside North” campus...

John Polakowski

Project Lead

John Polakowski, Project Lead, has been with Lakeside over ten years. After volunteering at the Duneland Chamber of Commerce, John joined the team to help...

Kristin Lange

Client Relations Associate

Kristin Lange, Client Relations Associate, joined the Lakeside team in July of 2017. Kristin is the first point of contact for clients whether they are...

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