Welcome to the family... we are excited to get to know you!

Meet the Lakeside team

Financial Professionals

Ryan Radonich, CA License #0H51961

Managing Partner & Director of Firm Development

Tim Holdsworth, ChFC

Managing Partner & Director of Financial and Wealth Stategies

David Barth, AIF, CA License #4097247

CFO & Director of Advanced Planning

Brodie Haer

Director of Asset Allocation Planning & Founder of Wealth Guard Portfolios

Tim Cowdrick, CA License #0L14491

Director, Financial Consultant

Mark Pagni

Principal, Wealth Transfer Planning Consultant

Jim Orwig

Retirement & Special Needs Planning Consultant

Kyle Holdsworth, CA License #4315010

Financial Consultant

Michael Rufo, ChFC, CLU, LUTCF

Retirement & Legacy Planning Consultant

Support Team

Stephanie Shoman

Director of Operations – South, Financial Professional

Kimberly Underwood

Director of Operations – North, Underwriting Account Manager

Sean McCoy

Associate Wealth Advisor and Case Planning Coordinator

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Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our Mission

We work with our clients to help ensure their best future by providing customized innovative and achievable strategies that lead to generations of fulfilling financial freedom

Over 15+ Years Average Industry Experience

Our team's combined experience, credentials, and knowledge of a wide-range of products and services allow our firm to provide top- quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Over $2.4b Billion Assets Under Advisement

But the most important number is how many clients we now consider to be part of our own families, and the quality of life they enjoy.