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 10 years. As Managing Director, Gary is responsible for the growth of the financial professionals on his team through individualized attention and joint field work. He...
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...
Kena Contractor
Managing Director
Kena joins us as a Managing Director, who will be building her own team as well as focusing on personal production. Originally from India, Kena moved to the Chicagoland area in 2001. She and her husband Nishal, and 3-year old son Niken...
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...
LSFG - Chicago Office
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.
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...
David has always felt called to make a difference in people’s lives — and that’s what brought him to financial services. He joins LSFG after almost two years with Northwestern Mutual. Previously, he worked in...
Denny Dine
Financial Services Representative
Derek joins us with ten years in financial services, most recently as an advisor with the Hoopis Group/MassMutual. He started his career at Northwestern Mutual where he worked with TJ Gilboy. He was born and raised in Peoria, Illinois,...
Elizabeth Kuroski
Financial Services Representative
Emmett Bullen
Financial Services Representative
Emmett was born and spent most of his childhood in Chicago’s Hyde Park neighborhood. His family moved to Glenview before he started high school and he graduated from Glenbrook South. Emmett spent three years in Canada and seven...
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...
Jason Brim joins Lakeshore Financial after a recent career change. Although financial services is a completely different field from where he started his career, at LSFG he knew he could continue to help people and make a difference in...
James Maher is insurance licensed in Illinois.
Joseph Grimm is insurance licensed in Illinois.
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...
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...
True Wealth Advising Group
Andrea Sullivan currently holds the position of Team Coordinator for TrueWealth Advising Group. She maintains her life, health, and annuity licenses in Indiana. She has many years of experience in the mortgage and financial industry...
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...
Jennifer Eibel Vinovich
Director of Marketing & Client Services / Investment Adviser Representative, Equity Services, Inc.
(888) 404-8151
John Yukich is a lifelong region resident, growing up in Munster. John graduated from The Missouri University of Science and Technology with a Bachelor of Science degree in Engineering Management in 1994. John has worked in small...
CORE Advisors, LLC
Jayne joins the team with 28 years of experience in the insurance and financial services industry and has extensive experience supporting producers, clients and staff. Jayne has consistently demonstrated her dedication toward her...
Monique joins our team with substantial experience supporting clients, all while maintaining the highest level of discretion and professionalism. Prior to joining our team, Monique managed all accounting and finance for a small company...
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),...
LSFG - Peoria Office
Christopher Monroe is a Financial Services Representative with Lakeshore Financial Group in Chicago and Peoria. Since 1995, clients have chosen to work with him because he is honest, creative and dedicated to helping them create...
Weyers McKeever Financial Partners
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 Schinzer was raised in Ashton, Illinois. He studied at the Rockford School of Business, where he majored in Accounting, Business Administration and Business Law. John then enlisted in the Air Force and served his country for four...
Linda Grizely
Director of Marketing and Business Development
Clients enjoy working with Scott McKeever as their lead financial advisor for his reliability, understanding and commitment. What this means to you is he takes the time to learn about you personally and to find the correct investments...
National Financial Consultants
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...
MBK Financial Services, LTD
Michael B. Kline, LUTCF, CLU, is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in California, Florida, Illinois, Indiana, Maryland, Michigan, Nevada, and Wisconsin. He...
Susan Nelson
Financial Assistant
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...