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We’ve Assembled a Talented Team

Of Financial Planning, Investment Management & Tax Consulting Professionals


You want to know you’re putting your hard earned wealth and financial future in good hands, but you don’t have the time or resources needed to find multiple financial professionals - CFPs, CPAs, attorneys, insurance specialist, financial planners, investment advisors and more. That’s why we’ve dedicated ourselves to being the first - and only- stop for Chicago’s high earners.



Brian Malizia Photo
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Brian Malizia

President










As the president of Lakeshore Capital Group, Brian is responsible for overseeing a team of investment and tax professionals that service the firm’s clients.

Brian has extensive experience in investment management, having served as a Vice President at Alpine Woods Capital Investors in New York and in various positions at MFS Investment Management in Boston. Brian’s background and approach combines investments with taxes in financial planning strategies.

Brian earned a Bachelor of Science in finance from Xavier University, where he was a NCAA Division I all-academic performer on the men’s soccer team.

A Columbus, Ohio native, he now resides in Chicago with his wife Alice and daughter Lucy. They are avid skiers and sports fans, rooting for Xavier and Vanderbilt University. Brian also teaches a stock market class to eighth-grade students through a Chicago-based non-profit organization, Big Shoulders Fund.

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Margaret Byrne

Client Relations & Long-Term Care Specialist

Margaret Byrne

Client Relations & Long-term Care Specialist

Email: MByrne@TheLakeshoreCap.com 




As the client relationship manager, Margaret is responsible for building relationships and supporting the firm’s top investment clients.

Prior to joining Lakeshore Capital Group, Margaret was a long-term care specialist at Genworth Financial. She holds a bachelor’s degree in communications from the University of Iowa. Additionally, she holds insurance licenses in Illinois for life, health and long-term care.

A northwest Chicago native, Margaret resides in Schaumburg with her husband Brian. She has three children; her youngest Steven is currently in high school, her daughter Carolyn is studying to be a doctor and her oldest Thomas works and lives in Columbus, Ohio.

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Chris Barberini

Investment Advisor Representative

Chris Barberini

Investment Advisor Representative

Email: CBarberini@TheLakeshoreCap.com 
P: 847-701-0400 x2602   
 





Chris Barberini, an investment advisor at Lakeshore Capital Group, has worked with clients for several years to tailor financial plans that not only help maximize their money now, but also in the future.

Chris has made a commitment to his clients to be transparent and to have an open line of communication at all times as he works with them to build comprehensive financial strategies that are specific to their personal situations. 

Chris has knowledge in wealth management, specifically, investment consultation, retirement planning, tax planning and mitigation, asset allocation and placement, risk management, wealth transfer to heirs, as well as social security*. He acts in the best interest of his clients, upholding the fiduciary standard. Chris currently carries a Series 66 registration as well as a life and health insurance license.

Chris is a lifelong resident of suburban Chicago. When not working with clients, you can find him spending time with his family -- wife Kelly, daughter Clara, son Geo, and dog Stanley. He also enjoys time spent with friends, whether it be golfing, cooking or watching one of his favorite Chicago sports teams.

*Not endorsed by or affiliated with the Social Security Administration or any governmental agency

Jeff Koskinen, CFP® Photo
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Jeff Koskinen, CFP®

Investment Advisor Representative

Jeff Koskinen, CFP®

Investment Advisor Representative

Email: JKoskinen@TheLakeshoreCap.com 
P: 847-701-0400 x5040 


Jeff joined Lakeshore Capital Group in May of 2019 to serve as a liaison between the investment team and our tax professionals as a dedicated, in-house financial planner to the firms’ top clients.

After working the first ten years of his career in the grocery industry, Jeff developed a strong interest in investment planning and began his career in Asset Management in 2000 with Van Kampen Investments. Over the past two decades, Jeff has served as a Director with MFS Investment Management and John Hancock Investments.

Jeff earned a Bachelor of Arts degree in communications from Northern Illinois University and holds the series 6, 7, 63 and 65 registrations, in addition to insurance licenses for Illinois in life and health.

Jeff and his wife Lori live in North Aurora and have two grown sons, Corey and Brett who live in Chicago. In his free time Jeff enjoys reading, distance running and golfing.



WHY IT’S IMPORTANT TO HAVE A CERTIFIED FINANCIAL PLANNER

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s”, and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks.

Jessica Dally Photo
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Jessica Dally

Office Manager

Jessica Dally

Office Manager

Email: JDally@TheLakeshoreCap.com
P: 847-701-0400  
  




As the office manager at Lakeshore Capital Group, Jessica is responsible for the firm’s administrative duties and office operations.

Prior to joining Lakeshore Capital Group, Jessica worked as a customer service agent and supervisor at Farmers Insurance. She attended Hawkeye Community College and holds a property and casualty license in the state of Iowa.

A native of Cedar Falls, Iowa, Jessica now resides in Schaumburg. In her free time, Jessica enjoys movies, reading, and spending time with her family back home.


Tiana Holz, CPA* Photo
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Tiana Holz, CPA*

Director of Lakeshore Tax Consulting

Tiana Holz, CPA*

Director of Lakeshore Tax Consulting

THolz@TheLakeshoreCap.com  
  




As the director of The Lakeshore Tax Consulting Group, Tiana Holz is focused on working closely with the firm’s investment clients on an ongoing basis to ensure tax consultation throughout the financial planning process.

Prior to joining Lakeshore Capital Group, Tiana served 15 years in public accounting. Her experience includes work with individuals and companies ranging from small business to million-dollar entities.  

Tiana is a certified public accountant licensed in the state of Washington with an authorized PTIN.  She graduated from Seattle Pacific University with a bachelor’s degree in business & finance. Her passion is building client relationships to ensure a positive experience and quality deliverables that are meaningful and helpful to the client.

*Not associated with J.W.Cole Financial, Inc/J.W.Cole Advisors, Inc.

Bob Mondo, MBA, JD* Photo
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Bob Mondo, MBA, JD*

Estate Planning Attorney

Bob Mondo, MBA, JD*

Estate Planning Attorney


Bob Mondo, MBA, JD, is an attorney based in Illinois. He advises clients on complex federal statutes and regulations with a current focus on wills and trusts.

Prior to starting his own practice, Bob was a group employee benefits producer and benefits wholesaler for various national health insurance carriers as well as operating his family-owned insurance businesses. Bob graduated from Illinois Institute of Technology – Chicago Kent College of Law. He also graduated from Lewis University with a Masters of Business Administration in Finance achieving Magna Cum Laude.

*Not associated with J.W.Cole Financial, Inc/J.W.Cole Advisors, Inc.