Timothy D. Rice
AIF®, CWS, C(k)P®
Lakeside Wealth Management Group
As President of Lakeside Wealth Management Group, LLC, Mr. Rice oversees a large, young and fast-growing team of professionals who provide a full suite of fiduciary services and participant education ranging from corporate and institutional qualified plan consulting to the management of personal wealth. Lakeside manages $500 million in plan assets for employee benefits programs in the Chicago area, with a focus on developing an audit-proof approach for each client and a customer-centric commitment that includes providing one-on-one counseling services to participants in multiple locations.
Mr. Rice joined Lakeside Wealth Management Group in 2004 and currently specializes in plan design and consulting. With nearly two decades experience, he has become a highly respected name in the qualified planning sector, focusing his work at Lakeside on the institutional and corporate services division. Mr. Rice was recognized as one of the 300 Most Influential Advisors in Defined Contribution by 401(k) Wire, and named one of the "20-under-40" by the Times of NW Indiana.
Client Plans: 131