Lakeside Wealth Management

Lakeside Wealth Management

Lakeside officially opened for business in 2003 under the leadership of Mark Chamberlain. Lakeside Wealth’s mission is to educate and enable Lakeside clients to achieve financial confidence through a process aligned with their values.

 

Here’s an opportunity to hear from all levels of the Organization.

'Lakeside
Lakeside Wealth Management

Complimentary Conversation

Reaching a goal is a journey, and Success Trek is here to take that journey alongside you. Whether we are helping you develop a strategic plan, facilitating a skills workshop, or writing a procedure guide, we will guide you through obstacles and challenges with the tools and support for success. The process starts with a 30-minute Complimentary Conversation.

Barb Tracy

Just knowing you are there has helped a great deal. Your voice gives me strength. All is good.

Barb Tracy
Marilyn's Bakery

Anne Van Keppel

The workshop was a great use of my day. I have received very useful tools in setting and achieving business and personal goals. I am excited to see where I am with the information I received in 90 days.

Anne Van Keppel
Valparaiso University

Annette Corbett

Fast Pace. Clear Examples. Good Content and Activities to test/practice skills.

Annette Corbett
Long Beach Country Club

Beckie Guffin

I expanded my mailing areas and with that I was like, ‘How am I going to manage?’ Theresa helped me put systems into place on how to maximize my assistant to be more of a support, to get more done and be more efficient. Theresa took a birds-eye view operationally of my business and helped me put some things into place. I had several ‘a-ha’ moments.

Beckie Guffin
Direct Mail Advantage

Brenda Scott Henry

As a professional stretched in many directions, I would recommend this workshop to my clients and colleagues. It helped me to focus on ways to do my job better to become more effective and efficient.

Brenda Scott Henry
Rural and Urban Consulting

Alexius Barber

The Success Trek model is dynamic. The CEO is quick to shift align bases on the synergy of the participants. This yields itself to a champion outcome!

Alexius Barber
Mental Health America of Lake County, Board of Directors

Anna Rominger

I think the workshop was very helpful in eliciting and making my personal and business goals specific and measurable.

Anna Rominger
IU Northwest

Alexander Saltanovitz

It’s great to call a timeout in your busy life to see where you are at now and where you want to go next.

Alexander Saltanovitz
Met Life Financial Services

Amber Hensell

Thank you so much! I know that it takes a lot of behind the scenes work to make these staff retreats run smoothly. Please know that we are grateful. Theresa, I was fascinated watching your ability to extract information while also making everyone feel validated and encouraged. That’s an art and you’re a pro! Thank you so much.

Amber Hensell
Frontline Foundations Inc

Aaron McDermott

I think a few were skeptical coming into this program as to the point. Very good at keeping us organized and guiding the program.

Aaron McDermott
Latitude Commercial Real Estate

Aundrea Hoffman

What an eye-opener! Although I was aware of the things I needed to work on, this pushed me to confront them directly and take active steps toward completing my goals. Thanks for the support and encouragement.

Aundrea Hoffman
Morse and Company

Amber Hensell-Hicks

Thanks – Love your attitude

Amber Hensell-Hicks
Frontline Foundations Inc

Bob Wanek

High energy, driven, intuitive.

Bob Wanek
Valparaiso YMCA

Amber Jung

I love the learning of optimizing your web traffic thru powerful keywords that inspire actions and emotions.

Amber Jung
Harrah's Entertainment

Andrea Proulx-Buinicki

Theresa makes you focus on what you want and how you are going to get it. It sounds so simple, and at first I was skeptical of coaching. I’m not a touchy-feely person. The first workshop was a powerful learning experience for me. It opened my eyes to how much I was distracted from my goals and priorities by the everyday fires that ignited my desk. Now, I’m finding ways to keep the fires to a minimum and concentrate on the activities that will be most beneficial to my performance.

Andrea Proulx-Buinicki
Opportunity Enterprises
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