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By The Numbers
34
Team Members
14,286
Giving Back
- Lakeside is passionate about sharing our time, talents, & treasures. We have contributed over $300,000 to area non-profits, nearly 14,300 volunteer hours.
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American Cancer Society -
Boy and Girls Clubs of Porter County -
United Way of Porter County -
Frontline Foundation -
Housing Opportunities -
Rebuilding Duneland Together -
Porter County Community Foundation -
Valpo Parks Foundation -
Food Bank of Northwest Indiana -
Duneland Education Foundation -
Duneland YMCA
13
Awards of Excellence (And Counting)
- Lakeside is named to the Best Places to Work in Indiana list of 2015.
- Lakeside Wealth Management was named a finalist for Northwest Indiana Small Business of the Year award in both 2009 and 2010
- Mark Chamberlain named Chairman of First Allied Securities Financial Advisor Council
- Tim Rice named to the NWI Business Magazine’s “20 under 40” list in 2009
- Lakeside Wealth Management received the EDGE Award (Economic Development through Growth and Entrepreneurship) in 2009
- Tim Rice named to the National Association of Plan Advisors - 2011
- Tim Rice named one of 401K Wire’s “300 Most Influential Advisors in Defined Contribution” -2011 & 2012
- Jocelyn Hibshman awarded Up and Coming 2013 Influential Women of Northwest Indiana
- Tim Rice, AIF, is a founding lecturer for The Retirement Advisor University (TRAU) at the UCLA Anderson School of Education.
- Lakeside Wealth Management wins the 2013 Pacesetter Award by donating $60,000 to United Way which was matched dollar for dollar by Eli Lily
- Humanitarian of the Year - Tim Rice in 2013 and Jocelyn Hibshman in 2014
- Timothy VerSchure named to NAPA's top 40 Advisors under 50 list for 2014
- Tim VerSchure named to the NWI Times "Top 20 under 40" Class of 2014.