Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
General Agent
As Managing Partner of Lakeshore Financial Group, Ryan Moratti strives to help business owners, professionals, families and individuals achieve their financial goals, while identifying and overcoming any obstacles in their path. With his...
Leadership Team
Gary McMahon has worked in the Financial Services industry for over 9 years. As Managing Director, Gary is responsible for the growth of advisors on his team through individualized attention and joint field work. He is a CERTIFIED...
Jennifer joined National Life in 2008 as an Administrative Assistant. She rose through the ranks to Office Manager for the Chicago Agency, now Lakeshore Financial Group, and currently assists all agents in expanding their business...
Tim Dunneback has worked in the Financial Services industry for over 12 years as both a manager and financial planner for individual clients. As Managing Sales Director, Tim is responsible for the growth and development of the advisors...
TJ joined Lakeshore Financial Group in 2016. He joined the financial services industry in 2006 pursuing a passion to help people. Since then, TJ has continued to serve his clientele of families, business professionals, business owners...
Financial Professionals
Bernard Scott is insurance licensed in Illinois.
Blair Zhang was born and raised in a small town in the middle of China, later moving to Bejing. Six years ago, she immigrated to the United States and settled in Kentucky. She moved to Chicago in 2015. She holds a degree in Financial...
Robert E. Saliba is insurance-licensed in Illinois, Wisconsin, Indiana, Michigan, Florida and Texas.
Bob Werr has been an insurance, employee benefits and investment advisor for over 23 years after previously spending 18 years as a successful manufacturer’s representative and distributor sales manager...
Brenda joins us after 4 years with AXA Advisors. Prior to that she had a long and varied career, but it was always centered around education and helping others. Today, that means helping others with their financial education. Brenda...
Carey Yukich graduated from Northwestern University in 1993 with a Bachelor of Science Degree in Education and Social Policy. She completed her degree while on full athletic scholarship for Volleyball. Carey volunteers for Northwest...
Darwin has over twenty years of wealth management experience. In addition to more than a decade spent as an institutional portfolio manager, he is an accomplished trust and estates attorney, specializing in tax law. Darwin was born in...
Dave Nolan has been a trusted insurance and employee benefits agent for over 25 years. He has an extensive background in helping small business owners and successful individuals reach their financial goals. Dave’s career includes...
Jay served as a Financial Representative for the Aid Association for Lutherans (ALL) and a Financial Planner at Rabjohns Financial Group / New England Financial. Jay’s success led him to establish Weyers Financial Partners in...
John Vitt began his career in the financial services business in 1975. John has enjoyed a long term, and substantial relationship with National Life Insurance Company of Montpelier, Vermont. Over the years, John has developed business...
Michael B. Kline, LUTCF, CLU, is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan...
Ming was born in Taiwan to Chinese parents. She was raised in the Philippines and immigrated to the United States when she was fifteen years old. She attended the University of Minnesota and holds a Bachelor’s Degree in Fine Arts...
Scott holds over 20 years of experience in the financial services industry and has been a partner at Weyers McKeever since 2015. Scott attended Carroll University where he received a BS in Biology and Illinois State University where he...
Sean Clancy is committed to helping clients plan today for the concerns of tomorrow. He strives to apply the same passion that he saw his parents have for customer service when they ran their family business. Sean listens, identifies...
Tom joined Lakeshore Financial Group in 2016 after 28 years as a Commodity Options Trader at the Chicago Board of Trade. He wants to focus on business owners and individuals planning for retirement. Tom’s father taught him the...
Tim focuses on working with younger families, especially those with a blue collarbackground, and he says he knows how important it is to help those who need it the most. Born and raised in Cicero, Tim has three younger siblings, Ashley...
Born in Pennsylvania, Wally has also lived in New York and Chicago, with his family. Today he makes his home in Lombard. A graduate of Carthage College in Wisconsin, he holds a degree in Biology and Chemistry. Wally loves keeping...
Walter Parenti, CLU, ChFC, RHU, REBC
Financial Services Representative
Walter gained his Bachelor of Arts in Business Communication at Loyola University Chicago. Since then, he has earned copious professional designations including, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC),...
Staff
Aleli joined National Life in 2007 on a temporary basis, but joined the firm permanently in 2008. She had joined the firm originally as an Administrative Assistant and has recently been added to the New Business team. Aleli enjoys...
Ellen joined National Life in 2003 as a part-time Administrative Assistant. She assists Martha Chaman in processing new business and provides staff support for the Agency. Ellen enjoys spending time with her family and volunteers with...
With a bachelor's degree in Public Health Administration, Jennifer has illustrated her desire to assist people for some time and transitioned into the financial services industry over 10 years ago. The previous six years were solely...
Martha joined National Life in 1997 as the New Business Coordinator and continues in the position today. Along with New Business, Martha also does Customer Service for the agency. Martha is a graduate of Michigan State University and,...
Paige attended North Park University and holds a degree in Business, with a specialization in Finance. Prior to joining LSFG, she worked at an after-school program in Evanston for children in kindergarten through grade 5. In her spare...
Sharon Urry has enjoyed a 40-year career in financial services marketing, including working with banks, as well as insurance and investment firms. She has extensive experience in strategic planning, advertising, sales promotion, image...