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Planning For Life

About Lifespan

Several decades of experience have prepared us to guide you through your life transitions.

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What We Do For You

We create strategies that are tailored to your needs and goals.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Services

Take the mystery out of investing and preserving wealth.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Meet Our Team

Laura Walsh, M.S., CFP®, AIF®, CIMA®, CPWA®, RICP®

President & Sr. Advisor

Laura has spent her career helping people in need. She received her Master’s degree in Mental Health Counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the...

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Sherwood (Woody) Forman, MBA, CFP®, AIF®

Chief Compliance Officer & Associate Advisor

Woody has a passion for empowering individuals to achieve their financial goals. With over a decade of experience in the industry, Woody brings a wealth of knowledge in investment strategies, financial planning, and wealth management....
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Raquel (Rocky) Forman, M.S.

Associate Advisor

With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and...

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Mary Hersey

Operations Associate

Mary handles all account logistics and works with our asset management partners to ensure your money is managed promptly and securely. She has several years of experience in the financial services industry, and holds the FINRA Series...

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Angela Kwon, FPQP®

Client Service Associate

Angela oversees logistics of financial/investment planning meetings and keeps our office organized. With years of experience as a school teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that...

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