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Team

At Lakeside Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Patrick Broeske

AIF® | Accredited Investment Fiduciary™

(920) 923-9740

Patrick M. Broeske founded Lakeside Wealth Management, LLC in November of 2002 after spending the previous two years as a Vice President/Financial Advisor with Merrill Lynch.

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Dan joined the Lakeside Wealth Management, LLC in June of 2013 after spending the previous nineteen years with AG. Edwards/Wells Fargo Advisors.

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Mark Scharschmidt joined Lakeside Wealth Management in December of 2013. Mark is a 2010 graduate of the University of Wisconsin-La Crosse where he earned a B.S. degree in Finance.

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Kathy Christie

Client Relationshp Specialist

920-923-9740

920-923-9745

Kathy recently joined the team at Lakeside Wealth Management, LLC in May 2017. She has worked in the financial industry for the past 35 years, spending the last 23 years employed at Wells Fargo Advisors. She looks forward to assisting...

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