CHESTERTON – Lakeside Wealth Management has restructured its management team to accommodate future growth.
“We are so excited about these additions to our management team,” said Tim Rice, president of Lakeside. “We are a forward-thinking organization and one of our strengths has always been to think several years down the road. We believe these changes bring new thought leadership to the management team and it is new ideas that will continue to grow our organization in the future.”
Staffing updates include:
· Kelly Shikany, financial advisor, was named a co-director, wealth management division.
· Craig Draper, in-house counsel and retirement plan consultant, will continue his role as in-house counsel but will now also be director, retirement plan division.
· Elizabeth Marks, former director of operations, has shifted to director of strategic development.
· Michele Shifley, formerly director of operations – retirement plan division, now is director of operations for both the retirement plan and wealth management divisions.
· Amanda Herren was named new director of human resources and technology.
