Illuminating Your Path To Financial Prosperity

At Lakeshore Financial Group, our financial professionals and advisors are committed to being your steadfast source of support. We aim to simplify the complexities of the financial world, acting as your advocate while gaining a deep understanding of your highest-valued goals and dreams. Our services cater to a diverse range of clients, from individual investors to entrepreneurs, all designed with your success in mind.

Our core values guide everything we do: putting clients first, trust, professionalism, teamwork, accountability, excellence, and community. These principles shape our interactions and decision-making, ensuring we maintain the highest standards of service and integrity.

Lakeshore Advisors

You're Not Just A Client. You’re Our Partner.

You’ll notice the difference working with our team from the very beginning. Every conversation is about building trust and creating a genuine connection, so your financial plan reflects what matters most to you.

Our financial advisors come from many different backgrounds and experiences, but one thing is consistent across the board: a shared commitment to putting clients first. With more than 80 advisors and a full team of client service members, we’re here to make sure you have the best possible experience every step of the way.

We don’t believe in one-size-fits-all planning. Every advisor brings expertise, compassion, and real-world perspective — so your financial plan reflects your life, your story, and your goals.

That’s why our advisors are ready to help you answer questions like “When can I retire?” “Should I sell my business?” or “Will I have enough saved to send my kids to college?” Even if you’re unsure about your next step, it never hurts to get a first — or second — opinion.

Not sure where to start? Connect with one of our advisors today. Because when it comes to your future, having a partner by your side can make all the difference.

Find A Financial Advisor

Adam Blake
Ashlyn Dochterman
Austin Park
Blas Arrieta
Bob Saliba, CLU
Brandon Larsen
Brenda Bridges, CDFA®, RICP®, CDC®
Cale Morin
Candy Carrasco
Carey Yukich
Carlos Zamudio-Gomez
Carrie Weyers
Cassidy Ammons
Charles Fowler
Chris Monroe
Colbey Olson
Connor Gentry
Damian Silver
Danielle Lockhart
Denny Dine
Derek Slater
Diane Faltinschi
Drew Seyller
Edward B. Degeneffe
Elise Monroe
Ellen Kirk
Evan O'Donnell
Ezra Wilson
Fabian Seyller
G. David Nolan, CLU, ChFC, CPA
Gary McMahon, CFP®
Grant Shaffer
Greg Zastrow
Greg Hills
Hannah Bohlin
Heather Monroe
Isaiah Rubio
Jack Klobucar
Janessa Strode
Jay Weyers CFP®
Jayne McCraren
Jeannine Romano
Jeff Weberg, CPA
Jennifer Gerber
Jennifer Yearous
Jennifer Grant
Jennifer Schill
Jennifer Eibel Vinovich
Jim Maher
Joe Saliba
Joe Galvan
John Vitt, CLU, ChFC
John Metcalf
John Yukich
John Weston
John J. Piotrowicz
Karin Seyller
Kasey Cacciottolo
Kena Contractor
Krystal Daniels
Kyle Schmidt, CFP®
Kyle Sellnow
Laurén Johnson
Luciano Parenti
Maggie Lynch
Mark Joslyn
Martha Chaman
Matt Ellis
Matteo Vitale
Matthew McCormick AAMS®, CRPC®, MBA
Michael Nicholas, CFA
Michael Morrow
Michael Kresl, CPA, MBA
Michael Gordon
Mike Stone, CLU, ChFC
Monique McGrath
Nick Virgl
Patrick Burton
Pilot Lee
Ria Battisti
Ryan Moratti
Ryan Appelhans
Ryan Ausloos
Samuel Audy
Savannah Wetzell
Scott McKeever
Scott Mikkelsen
Scott Bradford
Sean Lawless
Shawn Baldwin
Stephen Brennan
Theo Powell
Theresa Lavendusky-Hopper
Tim Dunneback, CFP®, ChFC
Tira Clement
TJ Gilboy
Tyler Degeneffe, ChFC, CFP
Walter Parenti, CLU, ChFC, RHU, REBC
Will Pettit
William Yasdick

Meet Your Team

Our experienced professionals and staff across multiple teams are here to help you move forward.

Managing Partners

Ryan Moratti

Managing Partner

Tim Dunneback, CFP®, ChFC

Partner

Leadership Team

LSFG - Chicago Office

LSFG - Oak Brook

LSFG - Indianapolis

LSFG - Upper Midwest

Legacy Design Advisors

TrueWealth Advising Group

Weyers McKeever Financial Partners

WealthPoint Financial

ASI

Damian Silver

Mikkelsen, Kelly and Kipp

Scott Mikkelsen

Financial Services Representative

CORE Advisors, LLC

Empowered+

Mark Joslyn

Financial Planner

Pilot Lee

Financial Representative

National Financial Consultants

John Vitt, CLU, ChFC

Financial Services Representative

Seyller Financial Group

Client Services

Ready to Talk About Your Financial Future?

Let’s map out your financial journey together. Schedule a chat with our capable professionals and explore the road to security and prosperity for you and your loved ones.

Reach Out To Your Advisor