Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Kelly Shikany,CFP®, CDFA™

Kelly Shikany,CFP®, CDFA™

Financial Advisor

Lakeside Wealth Management Group

Greater Chicago Area, us

Twenty years of investment management experience. I am a fierce advocate for the women investor who may be managing life's milestones. Since 2006, I have obtained the CERTIFIED FINANCIAL PLANNER™ certification and the Indiana Life & Health Insurance Producer License. I focus on conversations in retirement planning and managi...

Message

3

Followers

MENU ☰

Lakeside Wealth Management Group

Financial Advisor

We provide customized services to address every aspect of our clients lives.

We enjoy working alongside our clients to develop strategies that they will employ now and tailor as their goals change.

Lakeside Wealth Management is a team of experienced professionals who manage over $1 billion on behalf of institutions, corporations, and private clients. Lakeside's mission is to educate and enable Lakeside clients to achieve financial confidence through a process aligned with their values.