Northwest Indiana financial advisor among finalists for 2018 Invest in Others Awards • Northwest Indiana Business Magazine
Invest in Others Charitable Foundation Logo

Northwest Indiana financial advisor among finalists for 2018 Invest in Others Awards

Buy Us A Coffee

Invest in Others Charitable Foundation LogoTimothy Rice of Lakeside Wealth Management in Chesterton is among the finalists for the 2018 Invest in Others Awards.

The program, now in its 12th year, recognizes the charitable work of financial advisors and financial services firms across the country and around the world. The program has presented 57 awards, partnered with more than 155 charities, shared hundreds of inspirational stories, and donated more than $2 million to various charitable causes.

Rice is being recognized for his work with the Boys and Girls Clubs of Greater Northwest Indiana.

Megan McAuley, executive director and president of Invest in Others, said this year’s finalists have demonstrated an outstanding commitment to their communities through their passion, dedication and leadership.

“The non-profits they work with represent a range of causes, including youth development, poverty prevention, medical research, and much more,” she said.

Awards will be presented at the annual Invest in Others Awards Gala on Sept. 27 in Boston.

Financial advisors are nominated by their peers for actively giving back to non-profits to improve their communities and make a difference in the lives of others. A record-breaking number of nominations were received this year, the foundation said.

Finalists were selected based on their leadership, dedication, contribution, inspiration, and impact on a non-profit and the community it serves. The designated non-profits of award finalists and winners will receive donations up to $50,000 from Invest in Others.

The 2018 finalists by award category include:


  • Carrie Coghill of Coghill Investment Strategies in Pittsburgh for the Magee Womens Research Institute and Foundation
  • Cullen Douglass of Northwestern Mutual in Nashville for Family and Children's Services
  • Paul Wetmore of Merrill Lynch in Los Angeles for the Al Wooten Jr. Heritage Center

Community Service

  • Brenda Blisk of Blisk Financial Group in McLean, Va. for the American Red Cross in the National Capital Region
  • Bryan Drowos of Wells Fargo Advisors in Boca Raton, Fla. for the Jewish Federation of South Palm Beach County
  • Timothy Rice of Lakeside Wealth Management in Chesterton for the Boys and Girls Clubs of Greater Northwest Indiana

Global Impact

  • Jim Quigley of Barrington Wealth Management in Chicago for Hope's In
  • David Shnitzer of Ameriprise Financial in Boston for CameroonONE and ONETrack International
  • Bob Solis of Morgan Stanley in Peoria, Ariz. for Open Arms Home For Children

Volunteer of the Year

  • Pat Henry of Hanson McClain Advisors in Sacramento, Calif. for Okizu
  • Sacha Millstone of The Millstone Evans Group of Raymond James in Boulder, Colo. for Funding the Future
  • Stephen Rudolph of HW Financial Advisors in Beachwood, Ohio for Milestones Autism Resources

Lifetime Achievement

  • William Lervaag of Masterplan Financial Group in Peoria, Ill. for Heart of Illinois Harvest
  • Stephen Plain of SEP Financial Services in Goshen, N.Y. for the Town of Wallkill Boys and Girls Club
  • Pat Sullivan of Private Advisor Group in Morristown, N.J. for Good Grief

Corporate Philanthropy – Advisory Firms:

  • Cassaday and Co. Inc. of McLean, Va.
  • Centinel Financial Group of Needham, Mass.
  • SkyOak Wealth of Medford, Ore.

Corporate Philanthropy – Financial Institutions:

  • Berkshire Bank of Boston
  • Main Street Financial Services of Luverne, Minn.
  • Raymond James of Saint Petersburg, Fla.


Scroll to Top