Adviser | Sponsor
Tim Rice, President of Lakeside Wealth Management, has over 15 years of experience in the finance industry. Tim focuses in both private wealth and retirement plan advising. Prior to his work at Lakeside, Tim was a Derivatives Specialist for Goldman Sachs. He also served in key business development roles at The Minute Maid Company and Hormel Foods Corporation.
Tim is the Current Board Chair of the Boys and Girls Club of Porter County and Co-Chair of $4.5 million Capital Campaign for Boys & Girls Clubs of PC. He is the Founding Lecturer of The Retirement Advisor University and The Plan Sponsor University at UCLA. In 2012, Tim was named Porter County Community Foundation Advisor of the Year. And in 2011, was the Board Chair Housing Opportunities and Volunteer of the Year recipient.
Tim earned his B.S in Public Finance at Indiana University. Additional accreditation include: FINRA Series 7, 63, 65, Licensed in Insurance; Accredited Investment Fiduciary (AIF)©; Certified Wealth Strategist (CWS)©; Certified 401(k) Professional (C(k)P)©.