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 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...

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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...

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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...

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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...

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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...

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Financial Professionals

Bernard Scott

Financial Services Representative

708-205-1827

Bernard Scott is insurance licensed in Illinois.

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Blair Zhang

Financial Services Representative

312-248-8228

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...

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Bob Saliba, CLU

Financial Services Representative

312-291-2700

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

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Bob Werr, LUTCF

Financial Services Representative

312-248-8221

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...

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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...

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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...

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Chris Monroe

Financial Services Representitive

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...

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Darwin Brown

Financial Services Representative

312-248-8081

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...

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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...

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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...

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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...

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Jay Weyers

Financial Services Representative

815-455-5295

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...

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Jim Maher

Financial Services Representative

630-240-4341

James Maher is insurance licensed in Illinois.

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Joe Saliba

Financial Services Representative

312-248-8225

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

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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...

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Mike Stone, CLU, ChFC

Financial Services Representative

312-248-8227

Michael T. Stone, CLU, ChFC, is a Registered Representative and Investment Adviser Representative of Equity Services, Inc, and offers securities in Illinois and Florida. He is also insurance-licensed in Illinois, Florida, Nevada, New...

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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...

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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...

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Patrick Burton

Financial Services Representative

312-248-8206

Patrick Burton is licensed to sell insurance in Illinois.

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Robert Burns

Financial Services Representative

708-533-4606

Bob Burns is insurance licensed in Illinois.

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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.

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Scott McKeever

Financial Services Representative

815-529-5440

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...

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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...

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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...

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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...

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Wally Koenig

Financial Services Representative

312-248-8226

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...

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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),...

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Staff

Aleli Hernandez

Admin Assistant/New Business Associate

312-248-8219

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...

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Connie joins LSFG after five years with AXA Advisors, where she was an Executive Assistant to one of their Top Advisors. In addition to financial services, Connie has worked as a professional photographer for the past 30 years. Through...

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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...

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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...

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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...

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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,...

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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...

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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...

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