Meet the Team
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- Andrea Sullivan
- Bob Saliba, CLU
- Brandon Rodriguez
- Brenda Bridges, CDFA®, RICP®, CDC®
- Brian Richter
- Bryan Warja
- Cale Morin, CPA, CFP®
- Carey Yukich
- Carlos Zamudio-Gomez
- Carrie Weyers
- Cathy Fetzer
- Charles Fowler
- Chris Monroe
- Christian Horcher
- Christina Revello
- Christopher Jablonsky
- Cody Morton
- Connor Gentry
- Damian Silver
- Danielle Helfrich
- Denny Dine
- Derek Slater
- Drew Seyller
- Dylan Miles
- Edward B. Degeneffe
- Elizabeth Kuroski
- Ellen Kirk
- Emmett Bullen
- Fabian Seyller
- G. David Nolan, CLU, ChFC, CPA
- Gary South
- Gary McMahon, CFP®
- Gerard Koser
- Greg Zastrow
- Greg Hills
- Heather Monroe
- Heeral Thakkar
- Henisha Desai
- Jack Klobucar
- Jay Weyers CFP®
- Jayne McCraren
- Jeff Weberg, CPA
- Jennifer Gerber
- Jennifer Yearous
- Jennifer Eibel Vinovich
- Jim Maher
- Joe Saliba
- Joe Swallow
- John Vitt, CLU, ChFC
- John Metcalf
- John Becker
- John Cox
- John Yukich
- Joseph Grimm
- Julie South
- Karin Seyller
- Kena Contractor
- Kyle Schmidt
- Laurén Johnson
- Lawson Frank
- Luciano Parenti
- Mark Skager
- Mark Joslyn
- Martha Chaman
- Matt Dumont
- Matthew Kleinkopf
- Matthew Healy
- Matthew McCormick
- Michael Gordon
- Michael Giannetti
- Mike Stone, CLU, ChFC
- Mike Relyea
- Mike B. Kline, CLU, LUTCF
- Monique McGrath
- Nate Zastrow
- Nicholas Terry
- Olumide Olu-Akintomide
- Patrick Burton
- Phil Schlitter
- Premkumar Patel
- Riley Poppell
- Robert Burns
- Ryan Moratti
- Sara Copeland
- Scott McKeever
- Scott Mikkelsen
- Sean Clancy, FSCP
- Sharon Urry
- Susan Nelson
- Theresa Lavendusky-Hopper
- Tim Dunneback, CFP®, ChFC
- TJ Pruzin
- TJ Gilboy
- Tyler Degeneffe, ChFC, CFP
- Tyler Tully
- Vic Tassone
- Walter Parenti, CLU, ChFC, RHU, REBC
Managing Partner
Ryan Moratti
Managing Partner
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...
Tim Dunneback, CFP®, ChFC
Partner
LSFG - Chicago Office


CORE Advisors, LLC
TrueWealth Advising Group


Jennifer Eibel Vinovich
Marketing Director / Registered Representative
888-404-8151
jvinovich@truewealthadvising.com
Weyers McKeever Financial Partners
Degeneffe Financial


MBK Financial Services, LTD


Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.