Broker Check

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 Lakeshore Financial Group’s Managing Partner, Ryan Moratti is highly respected for his loyalty, honesty and demonstration of hard work. What this means to you is Ryan will use every resource he has to help you and your...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

TJ Gilboy

Field Manager & Financial Representative

312-248-8216

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...

Read more

LSFG - Chicago Office

Bob Saliba, CLU

Financial Services Representative

312-291-2700

Robert E. Saliba is insurance-licensed in Illinois, Wisconsin, Indiana, Michigan, Florida and Texas.

Read more

Brenda Bridges, CDFA

Financial Services Representative

312-248-8204

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...

Read more

Bryan Warja

Financial Services Representative

312-248-8229

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...

Read more

Cale Morin, CPA

Financial Services Representative

312-248-8226

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...

Read more

Carlos Pineda

Financial Services Representative

312-248-8221

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...

Read more

Cathy Fetzer

Financial Services Representative

630-308-9640

312-236-2225

Cathy Fetzer is a Registered Representative of Equity Services, Inc. and offers securities in Illinois. She joins us after 3 years with Principal Financial Group, one and a half years with New York Life, and a 25-year career in retail...

Read more

David Kabanda

Financial Services Representative

312-248-8213

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...

Read more

Denny Dine

Financial Services Representative

312-248-8207

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...

Read more

Derek Slater

Financial Services Representative

312-248-8231

312-236-2225

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,...

Read more

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....

Read more

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...

Read more

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...

Read more

Gerry Koser

Financial Services Representative

312-248-8226

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’...

Read more

Heidi Martin

Financial Services Representative

312-248-8212

Heidi Martin joins Lakeshore Financial Group after a 20-year career in Health Care Benefits. She has always enjoyed working with people and finding out what their dreams are. Heidi looks forward to helping people reach those dreams....

Read more

Jason Brim

Financial Services Representative

312-248-8217

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...

Read more

Jim Maher

Financial Services Representative

630-240-4341

James Maher is insurance licensed in Illinois.

Read more

Jim Heilgeist

Financial Services Representative

312-248-8228

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...

Read more

Joe Saliba

Financial Services Representative

312-248-8225

Joseph P. Saliba is insurance-licensed in Illinois, Michigan, New Jersey, Wisconsin, Florida, and Indiana.

Read more

Joseph Grimm

Financial Services Representative

(312) 248-8235

(312) 236-2225

Joseph Grimm is insurance licensed in Illinois.

Read more

Mark Joslyn

Financial Services Representative

312-248-8219

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...

Read more

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...

Read more

Mike Stone, CLU, ChFC

Financial Services Representative

312-248-8227

Mike Stone has worked in the financial services industry for over 33 years. He has an extensive background in helping small business owners and successful individuals reach their financial goals. Mike is a Chartered Financial...

Read more

Ming Leung

Financial Services Representative

847-409-6549

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...

Read more

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...

Read more

Patrick Burton

Financial Services Representative

312-248-8206

Patrick Burton is licensed to sell insurance in Illinois.

Read more

Phil Schlitter

Financial Services Representative

312-248-8239

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...

Read more

Robert Burns

Financial Services Representative

708-533-4606

Bob Burns is insurance licensed in Illinois.

Read more

Sam Kroll

Financial Services Representative

312-248-8202

Samuel Kroll is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Illinois. He is also insurance-licensed in Illinois.

Read more

Sean Clancy, FSCP

Financial Services Representative

312-248-8211

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...

Read more

Thomas Bolanowski

Financial Services Representative

312-248-8233

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...

Read more

Tim Scott

Financial Services Representative

312-248-8232

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...

Read more

LSFG - Peoria Office

Chris Monroe

Financial Services Representative

309-686-9551

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...

Read more

Heather Monroe is the Practice Coordinator in Chris' office. This duo has worked together since 2002. Heather spent several years overseeing various other business interests, so she is able to bring her unique perspective of business...

Read more

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...

Read more

Natalie Boyd

Financial Services Representative

715-846-0055

Natalie Boyd has been in the Financial Services Industry for 8 years. Her practice also includes a considerable amount of Medicare business and helping clients with Social Security issues. Originally from Southern Illinois, Natalie...

Read more

Nate Zastrow

Financial Services Representative

920-242-1449

Nate Zastrow had been working as an independent insurance agent, selling property and casualty insurance in Wisconsin, and wanted to expand his practice. He joined Lakeshore Financial Group in July 2020. Nate played basketball at North...

Read more

CORE Advisors, LLC

Jayne McCraren

Senior Account Manager, Core Advisors

847-227-8311

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...

Read more

Monique McGrath

Operations/Account Manager, Core Advisors

847-227-8311

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...

Read more

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),...

Read more

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...

Read more

Beth McCarty

Client Service Specialist

219-779-9183

888-404-8151

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...

Read more

Carey Yukich

Financial Services Representative

219-779-9183

888-404-8151

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...

Read more

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...

Read more

Jennifer Eibel Vinovich

Director of Marketing & Client Services / Investment Adviser Representative, Equity Services, Inc.

219-779-9183

888-404-8151

Jennifer Vinovich is the Director of Marketing and Client Services for TrueWealth Advising Group. Jennifer is a Registered Representative and Investment Adviser Representative with Equity Services, Inc. offering securities in Illinois...

Read more

John Yukich

Co-Owner & Director of Operations

219-779-9183

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...

Read more

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...

Read more

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...

Read more

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...

Read more

Scott McKeever

Partner and Financial Advisor

815-529-5440

815-328-1188

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...

Read more

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...

Read more

Linda Grizely CAP®

Financial Professional & Director of Marketing

815-347-1280

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...

Read more

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...

Read more

Ed Degeneffe began his financial services career in 1979. He spent much of his career as a manager in Northeast Wisconsin and the upper peninsula of Michigan. During that time, he was inducted into the MetLife Managers Hall of Fame*....

Read more

Tyler Degeneffe has worked in the financial services industry since 2006 helping individuals and business owners protect their wealth and grow their assets. Tyler takes a comprehensive approach in working with his clients utilizing his...

Read more

National Financial Consultants

John Vitt, CLU, ChFC

Financial Services Representative

847-728-0916

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...

Read more

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...

Read more

Susan Nelson

Financial Assistant

Susan Nelson has been assisting in the financial service business with MBK Financial Services, Ltd. since 2011. As a Financial Assistant, she supports in an administrative capacity, maintaining high standards in customer service. Prior...

Read more

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...

Read more

As Vice President of Seyller Financial Group, Karin leads the Operations and Human Resources after many years of being a fully licensed agent. For years, Karin has worked with many individuals and businesses to assist to achieve their...

Read more

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...

Read more

Greg Hills

Financial Services Representative

815-484-0700

Greg has been with Seyller Financial for almost four years. Prior to that, he was a deputy sheriff with the Riverside County Sheriff Department. He holds a Bachelor of Science in Workforce Education and Development from Southern...

Read more

Before joining Seyller Financial about two years ago, Jeff worked as a CPA for seven years, with large companies in corporate America. He holds a Bachelor of Applied Science in Accounting and an MBA from Concordia University Chicago....

Read more

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...

Read more

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...

Read more

Kristen joined Lakeshore Financial Group as Ryan Moratti’s Assistant. In addition to managing Ryan’s schedule and contracting, she is responsible for coordinating firm meetings and events. Kristen joins LSFG after managing...

Read more

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,...

Read more

Matt Dumont

Recruiting Specialist

Matt Dumont joined Lakeshore Financial Group in 2019 as the Recruiting Specialist. He graduated from Northeastern University in Boston, and moved to Chicago in 2017 from his original home state of Massachusetts. With over 10 years in...

Read more

Paige Trotter

Admin Assistant/Recruiting Coordinator

312-248-8234

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...

Read more

Sara is a new business associate while managing the front desk and conference rooms.

Read more

Sharon Urry

Communication & Marketing Consultant

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...

Read more