Lakeshore Financial Group Chicago

06/04/2026

We're excited to welcome Alexander Chittaro to the firm! Alex is excited to begin his career in financial services and is looking forward to learning from his peers and experienced advisors as he continues to grow his financial knowledge and develop as a professional. Alex’s goal is to help young professionals build strong financial habits early, establish trust-based relationships, and implement tax-efficient strategies to support their long-term goals. As someone who is outgoing, driven, and dependable, he’s excited to bring those qualities into the relationships he builds with clients.

Fun Fact: Alex played 3 varsity sports in high school: football 🏈, soccer ⚽️, and basketball🏀!

Read Alex's full bio: https://lnkd.in/gtM29wEw

06/03/2026

We’re answering some of the most common college planning questions we get because for most families, the hardest part isn’t finding one perfect solution— it’s knowing where to even start. 🎓

In reality, most families take a hybrid approach that balances savings, financial aid opportunities, scholarships, and other resources.

That's why understanding your options early can help make college planning feel a lot less overwhelming for you and your family.

06/01/2026

When Mark Joslyn was looking for a financial advisor, he wanted someone who understood his concerns without needing him to explain who he was first.

That experience stayed with him and helped shape Empowered+ Financial — a space built for the LGBTQIA+ community and beyond to feel seen, heard, and supported while navigating their financial future.

Based in Andersonville, a neighborhood Mark has called home for more than 20 years, this work is personal. It’s rooted in community, lived experience, and the belief that financial guidance should feel more accessible, more welcoming, and a lot more human. 🫂

This Pride Month, we’re proud to celebrate Mark, his mission, and the work Empowered+ is doing every day of the year. 🌈💛

Learn more here: https://www.empoweredplus.com/

05/28/2026

A big congratulations to Krystal Daniels, financial professional with our Chicago team, and Ellen Kirk, administrative assistant, on their work anniversaries! 🎉

We’re grateful for the impact they continue to make across Lakeshore and thankful to have them both as part of our team.

05/22/2026

Planning for the future can feel overwhelming, which is why conversations and resources like this matter so much. Join us next week to learn more about special needs trusts and planning ahead for your loved ones. 💙

Planning for your loved one’s future can feel overwhelming, but you do not have to navigate it alone. 💙Establishing a Special Needs Trust helps establish resources, stability, and support for your child's future - without compromising existing benefits.

This process also presents an opportunity to include Easterseals DuPage & Fox Valley as the remainder beneficiary of the trust. For Craig and Michele, this was an easy choice and a way to ensure lasting support for their daughter, and for Easterseals.

Learn more and join Lakeshore Financial Group Chicago with Donald T. Brown, ChFC, ChSNC, on Thursday, May 28, 2026, from 6:30 PM–7:30 PM for a helpful webinar covering:

• Protecting government benefits
• The basics of special needs trusts and ABLE accounts
• Writing a letter of intent

Hear more from Craig and register at: https://dfv.easterseals.com/explore-resources/resources-library/advice-facts/special-needs-trust

05/21/2026

We’re excited to be back on the course this June for our third year sponsoring and volunteering at Birdies FORE Bounce! ⛳️

This event is especially close to Lakeshore thanks to our own Michael Nicholas, CFA, who serves as Co-Chair, and we’re grateful to support a cause doing such meaningful work for children and families.

Join us for golf, contests, cocktails, dinner, and more — all supporting Bounce Children's Foundation mission to bridge the gap between hospital resources and the social-emotional support families need at home and in the community.

Whether you’d like to golf with us or donate to the cause, you can learn more here: https://bouncechildrensfoundation.org/birdiesforebounce/ 💛

05/19/2026

Is the elephant in the room your debt?

For a lot of people, it is.

With household debt on the rise, debt management needs to remain a crucial part of your financial plan— even if it makes you the most uncomfortable. A sustainable debt management plan can help keep it from interfering with the bigger goals you have for yourself.

05/18/2026

It’s peak graduation season, and between all the celebrations and job hunting, we’re sharing a little advice our team wishes they heard earlier — career-wise, professionally, and otherwise. 🎓💭

05/14/2026

We’re excited to welcome Savannah Wetzell to Lakeshore as our new marketing intern!

Savannah is currently studying Advertising and Public Relations at Loyola University Chicago, where she’s also pursuing her master’s in Global Strategic Communications. She’s looking forward to gaining hands-on marketing experience, continuing to grow her skills in the financial services space, and bringing fresh creative ideas to the team. With a background in video, content creation, and storytelling, Savannah is excited to contribute to brand awareness efforts and support the many moving parts that go into marketing at Lakeshore.

Fun fact: Savannah once baked over 200 cookies in one day! 🍪

Read more about Savannah here: https://www.lsfgchi.com/team/savannah-wetzell

05/13/2026

Special needs planning is rarely just one decision 💙 It often means thinking through finances, legal planning, government benefits, insurance, education, and long-term care — both for today and for the future.

Because life changes, the plan often needs to change too. Starting early and being intentional along the way can make a meaningful difference for your loved one over time ✨