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 Lakeside’s line-up, which now includes 39 team members. Mark focuses on both private wealth and retirement plan advising. He’s a national advisor and also serves clients in Central America.
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. His team is responsible for evaluating and maintaining investment models, updating the firm with industry trends and researching firm products. Chip also has focuses in both private wealth and corporate retirement planning. Chip enjoys building long lasting relationships with his clients and helping them plan for their financial futures.
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 of the Retirement Plan Division,Tim oversees 140+ corporate and institutional accounts. For his private wealth clients, Tim focuses on designing and implementing financial planning strategies that align with their retirement goals.
Chief Compliance Officer Long-Term Care Planning Specialist
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 handling the firm’s finances, establishing and implementing business strategies, and ensuring the firm meets and exceeds all compliance guidelines.
Jennifer San Fillippo
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 her clients in retirement plan design, corresponding tax law, financial advisory and fiduciary and participant services.
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 retirement plan clients in our South Bend area. Additionally, Craig focuses on client relationship management and development, plan design review and recommendations, and fiduciary management.
Elizabeth A. Adcock
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 2010 as an assistant to the CEO. Today, Elizabeth leads the merger and acquisition department for Lakeside, helping to transition new advisors, business owners, and clients into the Lakeside model. Elizabeth also oversees the operations for the private wealth division and the marketing for both private wealth and retirement plan divisions. She serves as a liaison between the advisors and support staff to improve communication and processes with client accounts.
Director of Wealth Management Division
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 of Lakeside advisors to become leaders in the industry. He is responsible for coordinating training and continuing education for advisors, as well as, making sure we hold important and current industry designations. For our private wealth division, Aaron handles complex financial planning and strategizing that aligns with our client’s financial goals. As the director of his division, Aaron is also responsible for making sure his team meets and exceeds annual firm goals.
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 passion for this topic was displayed when she contributed material to Kathleen Burns Kingsbury’s book “How to Give Financial Advice to Couples: Essential Skills for Balancing High New Worth Client’s Needs.” Kelly’s main focus at Lakeside is serving her private wealth clients along with promoting and conducting Lakeside’s Women Circle events.
Director of Portfolio Management
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 transitioned into his current role. His main focus is to develop and implement investment strategies to address client investment objectives and constraints. Nick is also responsible for measuring and evaluating portfolio performance, monitoring investment market conditions and rebalancing investment portfolios as necessary.
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) division. Michele is responsible for the oversight of all operations in the Retirement Plan Division. She also provides ongoing evaluation of current practices within the division and helps to develop new and improved business practices.
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 the CEO’s day to day and travel schedules. Her HR duties include developing processes around new employee onboarding and training, coordinating and maintaining employee files and serving as a benefits liaison to the team. Her technology duties include research and implementation of new applications, electronics, and resources for the team. She also troubleshoots IT issues and coordinates technology support from our local IT agency.
Retirement Plan Consultant
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 fiduciary responsibilities, lead fiduciary training for retirement plan committees, and serving as the lead advisor to plan sponsors for investment oversights, compliance fulfillment, best practices and plan governance.
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, Michael transitioned into a Financial Advisor, focusing primarily on corporate retirement plan advising. Today, Michael’s primary focus remains on the corporate retirement plan division, helping plan sponsors navigate through and satisfy Department of Labor and ERISA fiduciary responsibilities, assisting plan sponsors execute best practices, working with plan sponsors to optimize plan design, educating participants on financial wellness and helping participants get retirement ready
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 corporate 401(k) clients at Lakeside. His focuses include conducting client meetings and follow ups, researching financial strategies for clients and helping guide clients through retirement planning. When asked what he loves most about being a financial advisor, Tom will tell you he thrives on the unique opportunities to help make positive differences in the lives of his clients.
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 focuses in both individual wealth management and corporate 401(k) planning. He enjoys helping his clients navigate their financial journey to retirement and successfully transitioning into life after retirement. For Chris, there’s nothing better than getting invited to a client’s retirement party!
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 in local school corporations plan for retirement. This includes evaluating pensions, establishing college funds, and exploring life insurance options.Additionally, Chris serves participants inside our retirement plan division during enrollment and committee meetings.
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 clients, opening accounts, participating in on-site corporate retirement plan meetings and researching complex retirement strategies.Kris also sits on Lakeside’s Client Engagement committee and leads an education workshop for clients several times a year, regarding household budgeting. Kris enjoys helping his clients navigate through their financial journeys.
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 division. He is responsible for organizing and preparing client meetings, following up with client tasks, and researching strategies to help his clients along their financial journey. As one of the younger advisors in the office,Cory focuses on educating and advising a younger client base, stressing the importance of saving now rather than later. When needed, Cory also assists the retirement plan division with participant enrollment meetings and committee presentations.
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 financial strategies for private wealth clients to work towards their retirement goals and educating staff and clients on Social Security. Kirk plays a pivotal role in transitioning Lakeside clients into retirement and helping them adjust to life during retirement.
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 as a support advisor under CEO,Mark Chamberlain. Megan’s responsibilities include client meeting preparation and follow up, market research, data analysis and assisting the retirement plan division with participant enrollment meetings.She has become a leading advisor for next generation clients, helping young adults start their financial journeys. Megan also works closely with advisor Kelly Shikany to promote and execute Lakeside Women’s Circle events.
Edward A. Cheatham
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 both individual wealth and retirement plan advising. Ed’s approach to advising involves creating life long relationships with his clients before, during and after retirement. He believes that it’s possible to do well by doing good!
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 in the areas of participant enrollment and education. Wally enjoys meeting individually with plan participants to discuss what their company retirement plan offers and answering questions about how to get started.
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, and community relations. Her primary focus is to increase the visibility of the firm through traditional and digital media marketing. She manages all social media platform, is responsible for creating and submitting all public relations content and designs advertising pieces for the firm. Jenn serves as the liaison between Lakeside and community, working with more than fifteen area non-profits. Internally, Jenn leads the Lakeside Experience team, constantly working to ensure the best service for our clients and our team.
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, Bill now focuses on educating and training Lakeside’s up and coming advisors. Bill’s expertise falls in the tax arena, spending time researching and trouble-shooting client’s tax questions as well as reviewing and troubleshooting annuity and life insurance issues.
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 of 2018. His primary responsibilities are executing trades on a daily basis, assisting advisors with portfolio implementation and tracking client data within Lakeside’s CRM software applications. Hunter plays a pivotal role in monitoring performance and holdings of various models and providing a complete progress overview for the team.Additionally, he coordinates vendor communications and appointments on behalf of Lakeside advisors.
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 and scheduling for three senior advisors, helping to facilitate the transition of new clients onto the Lakeside platform,assisting with overall client support and enhancing the Lakeside client experience.
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 positions throughout her ten years, starting as a “copy lady,” before transitioning into an administrative assistant. In her current role, Kelly’s primary focuses include processing all direct business, life insurance, and alternative investment accounts. She is responsible for ensuring all advisors are properly appointed for insurance licenses and securities licenses. Kelly serves on the transition team and the client engagement team inside the organization.
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 as Senior Client Services Associate, servicing Lakeside clients by assisting in asset movement, opening and maintaining accounts, and managing daily operational tasks. Nicole serves on both the transition team and the client engagement team inside the organization.
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 positions at Lakeside before transitioning into her current role. Kelley’s main focuses include coordinating all committee level plan reporting with the advisory team, ensuring follow up tasks are completed in a timely manner and coordinating work flow within the retirement plan division.
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 the liaison for plan participants, answering and facilitating all participant questions and concerns. Shirley also contributes to 401(k) presentations to plan sponsors and participants. When she isn’t on the phone or managing her emails, Shirley is often found taking care of staff and clients, fulfilling her unofficial role as Lakeside Mom.
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 her role as Executive Assistant to Lakeside’s Senior Vice President, Tim VerSchure. Anisha’s main focuses include preparing meeting notes, time management, and completing expense reports. Today, her role also includes Participant Education Coordinator, adding organizing and scheduling enrollment and committee meetings and facilitating presentation preparations for advisors to her list of duties. Anisha serves as a liaison and assists with program details and coordination inside Lakeside’s partnership with The Plan Sponsor University.
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 several projects, Amanda began a complete role transition, landing in her current position inside the division. Her primary focuses include preparing committee review material, coordinating plan level reporting, finalizing meeting notes and following up on plan level action items. Amanda is responsible for collaborating with the operations team to develop innovative processes that create efficiencies within the division.
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 at Lakeside, she moved to her current role as Executive Assistant for Lakeside’s CCO. In 2016, Jen expanded her role to include Compliance Coordinator. Jen’s main responsibilities include organizing and maintaining executive schedules, preparing for annual audits, updating and communicating changes to employee processes, submitting and filing all compliance documents, and assisting with human resource responsibilities with new employees. Jen serves on the transition team for Lakeside, assisting with on boarding new team members.
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 and maintaining accounts, and tracking account activity. Her outstanding organizational skills help the advisors on her team succeed every day.
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 in Brookfield Wisconsin. Her primary focuses outside of maintaining schedules include assisting with client meeting preparations, preparing expense reports, and tracking client follow up requirements. Elizabeth also manages day to day operations for the office including answering phones, responding to fax requests and coordinating office visits.
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 calling into the office or walking in for a meeting. She is responsible for coordinating conference room schedules, managing day to day office tasks and presenting our Lakeside culture to our clients. Kristin helps build a better client experience by participating on Lakeside’s Client Engagement team and has implemented a “green” initiative throughout the Lakeside office.