Northwest Indiana financial firm, Lakeside Wealth Management, recently added Senior Advisor, Tom Muldowney, to its all-star team.
Originally from the Chicago area, Tom and his wife Jeannie made the move from the city to the beach in late 2015. Now residing in Michigan City, Muldowney brings over twenty-five years of knowledge and experience to the Lakeside team. Tom serves both private wealth clients and corporate 401(k) clients. His focuses on the private wealth side include retirement planning, insurance, asset management and leading his clients on their financial journey. Tom shares his expertise on the corporate side, assisting 401(k) clients with plan design, helping plan sponsors to mitigate their fiduciary responsibilities and sharing industry best practices.
“I can’t say enough how happy I am to join the Lakeside Wealth Management team,” says Muldowney. “I was attracted to Lakeside by their company mission statement. My entire career as a financial advisor has been about educating and enabling clients to achieve their financial goals and objectives. It’s a perfect fit,” he says. Lakeside’s team approach was another contributing factor in Tom’s decision to make the switch. “I can draw valuable information from a team of highly skilled advisors to help solve my client’s goals and objectives. I look forward to being part of this organization and making a positive difference in the lives of my clients and in the communities we serve.”
Lakeside CEO, Mark Chamberlain, explains the excitement around Muldowney’s arrival to the team. “Tom brings to Lakeside a unique combination of skills and expertise in banking, Private Wealth and 401(k) work. In addition, Mr. Muldowney opens up a diverse client base that will allow Lakeside to expand its footprint under his leadership. We feel very fortunate to have this opportunity to add Tom Muldowney to our team!”
When Tom isn’t in the office or visiting with clients, he enjoys spending time with his wife and four children. He can often be found at the beach or walking the family’s new German Shepard puppy.
Lakeside would like to extend a warm welcome to the team to Tom and his family!
For more information visit www.lakesidewealth.com or call 219.926.1182.