For more than 25 years, Lakeside Financial Group has provided residents of the Chicago land area and throughout – the nation peace of mind, with practical wisdom, clarity, confidence by creating plans that are in balance with your personal lifestyle.



adam2016

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

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staff-annette

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources to make wise financial decisions, can help secure your future. I pride myself in getting to know each client so that I can understand their individual needs and desires allowing me to recommend products and strategies that work for you.

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staff-phil

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

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*Check the background of any of our investment professionals on FINRA’s BrokerCheck.