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

Meet the Lakeside team

Financial Professionals

Ryan  Radonich, CPFA

Ryan Radonich, CPFA

Founding Partner & Director of Firm Development

Tim  Holdsworth

Tim Holdsworth, ChFC

Managing Partner & Director of Financial and Wealth Stategies

David  Barth

David Barth, AIF

CFO & Director of Advanced Planning

Brodie Haer

Brodie Haer

Director of Asset Allocation Planning & Founder of Wealth Guard Portfolios

Tim  Cowdrick

Tim Cowdrick

Principal, Financial Consultant

Mark Pagni

Mark Pagni

Principal, Wealth Transfer Planning Consultant

Daniel  Cotter

Daniel Cotter

Senior Consultant

Dave Peterson

Dave Peterson

Principal, Financial Consultant

Jim Orwig

Jim Orwig

Retirement & Special Needs Planning Consultant

Michael  Lewis

Michael Lewis

Financial Professional

R. Taylor  Auten

R. Taylor Auten

Financial Consultant

Kyle Holdsworth

Kyle Holdsworth

Financial Consultant

Mike Rufo

Michael Rufo, ChFC, CLU, LUTCF

Retirement & Legacy Planning Consultant

Jim Shubert

Benefits Coordinator

Support Team

Stephanie Shoman

Stephanie Shoman

Director of Operations – South, Financial Professional

Kimberly Underwood

Kimberly Underwood

Director of Operations – North, Underwriting Account Manager

Alex  McKenna

Alex McKenna

Financial Professional

Michelle Brockman

Michelle Brockman

Client Relations Specialist

Sean McCoy

Sean McCoy

Case Planning Coordinator & Financial Professional

Shannon Osborne

Shannon Osborne

Client Concierge 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.