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
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
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...
Bryan Warja earned a Bachelor’s Degree in Actuarial Science from Bradley University. Bryan’s uncle was a financial representative and it was from him that Bryan first learned about the industry. Bryan learned how rewarding...
Cale Morin is a Certified Public Accountant and holds a Bachelor's Degree in Accounting and Finance from Illinois State University. After College, he began working for a public accounting firm on their commercial audit team. He joined...
Carlos Pineda studied Finance and Financial Management at Oakton Community College, and Business Administration andManagement at the University of Wisconsin-Green Bay, where he also found time to play Division 1 Soccer. He’s...
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 began his career in 1983 on the trading floors of the Chicago Board of Trade and the Chicago Board Options Exchange. As options trading became more computerized, he moved into financial advising, first with Edward Jones and...
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
Elizabeth comes to us after two years as a financial advisor with Merrill Lynch Wealth Management. Finance is a second career’s for Elizabeth. She spent a number of years in the automotive industry, in both Michigan and Boston....
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...
Gerry Koser comes to Lakeshore Financial Group with a background in technology and a business owner. As a small business owner himself, Gerry understands the risks business owners face and the need to protect their companies’...
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.
James Heilgeist has been in financial services for more than 20 years, originally in New York, and since 2007, in the Chicago area. Focusing primarily on retirement analysis, estate strategies, insurance planning, and financial...
Joseph P. Saliba is insurance-licensed in Illinois, Michigan, New Jersey, Wisconsin, Florida, and Indiana.
Joseph Grimm is insurance licensed in Illinois.
Mark Joslyn joins Lakeshore Financial Group after a long career in media management and television production, primarily focusing on the business and financial side of the industry. Due to the changing landscape of media, Mark realized...
Matthew is originally from Charlotte, North Carolina. He moved to the Chicago area in August of 2018 and today, Mattlives in Wicker Park and loves the vibrant Chicago neighborhood. Matt holds a Bachelor’s Degree in Business...
Olumide Olu-Akintomide went into financial services because he wanted to help people who “believe they cannot retire because they are not comfortable with the goals they have today.” Originally from Nigeria, Olumide and his...
Phil Schlitter is a graduate of Bradley University, with a Bachelor's Degree in Finance. He is a member of Phi Kappa Tau, Phil completed an internship with WestPoint Financial Group in Peoria and decided to make financial services his...
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...
Wesley Lenart attended Arizona State University, where he played college football. In 2017, Wes began to learn about how the market works and taught himself basic financial concepts. He has...
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...
LSFG-Wisconsin Office
Greg Zastrow joins Lakeshore Financial group with 30 years of experience in Financial Services Industry. He has his LUTCF designation, is a life member of the Million Dollar Round Table, a Top of the Table Member, and was named...
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),...
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...
Beth joined TrueWealth Advising Group in the fall of 2018 with the goal of assisting in all areas of TrueWealth Advising including client services, administration, operations, special projects and events. Beth serves as a Legal...
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...
Danielle Helfrich recently joined TrueWealth Advising after working for many years in the Financial Services Industry. She considers “Leaving a Positive Legacy” to be her goal in both her professional and personal life. She...
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...
Kyle’s passion for numbers and his desire to help others inspired him to pursue a future in Finance. He enjoys studying the market and prides himself in his knowledge of investments and investment strategies. Kyle’s clients...
Michael Gordon is a Registered Representative to join TrueWealth Advising Group. He graduated from Purdue University, West Lafayette and majored in Management with an emphasis in Economics and Finance. He’s been in the financial...
Weyers McKeever Financial Partners
Jay Weyers is his clients’ lead financial advisor. He is patient, attentive, and always willing to be available. What this means to you is he helps you think about what you want for your life and how to get on the same page...
Scott McKeever is his clients’ lead financial advisor. He is reliable, understanding, and committed. What this means to you is that he takes the time to learn about you personally and to find the correct investments for your...
Clients enjoy interacting with Carrie for her responsiveness, genuine caring nature and her ability to make you feel like family. What this means to you is she handles your needs efficiently and confidently, so you can focus on other...
Linda Grizely CAP®
Financial Advisor & Director of Marketing
Clients enjoy working with Linda because of her integrity, passion, and leadership. She is focused on the goals of acting in the client’s best interest, following through, and helping them see and understand the big picture. The...
Degeneffe Financial
Ed Degeneffe has been helping clients achieve their financial goals since 2009. Ed has experience working with families and businesses on protecting their assets and planning for retirement. He also takes a comprehensive approach with...
Edward M. Degeneffe, LUTCF, CASL
Financial Services Representative
Tyler Degeneffe, ChFC, CFP
Financial Services Representative
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
Seyller Financial Group
Fabian has been in financial services for more than 35 years. He started Seyller Financial Group, LLC in 2007 and became affiliated with National Life three years ago. Fabian and his wife Karin make their home in Belvidere. They have...
Drew Seyller
Financial Services Representative
Drew joined Seyller Financial in 2012, after graduating from Southern Illinois University in Carbondale, with a Bachelor of Sciencein Economics and Finance. Drew enjoys helping people every day in their financial life and helping...
Staff
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...
Sara is a new business associate while managing the front desk and conference rooms.
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...