facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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 - 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
Read Bio

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 an 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 daughters Lucy and Ari. 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.



Rolando Intia, CPA Photo
Read Bio

Rolando Intia, CPA

Senior Tax Advisor

Rolando Intia, CPA

Senior Tax Advisor

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

Rolando joined Lakeshore Tax Consulting in September 2021 and he is responsible for managing the firms tax practice.

He has extensive experience in preparing individual tax returns, having spent over a decade at the largest tax preparation company in the world.

Rolando earned a bachelor’s degree in accounting from Far East University and is a certified public accountant (CPA).

Margaret Byrne Photo
Read Bio

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.

Chris Barberini Photo
Read Bio

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

Jessica Dally Photo
Read Bio

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, daily office operations, and supports the tax practice.

Prior to joining Lakeshore Capital Group, Jessica worked at Farmers Insurance, where she started her career as a sales agent and client service representative.

A native of Cedar Falls, Iowa, Jessica now resides in Schaumburg. In her free time, Jessica can be found watching reality television, enjoying the outdoors, and spending time with her family and friends back home. 


Bob Mondo, MBA, JD* Photo
Read Bio

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.