Laura Walsh, M.S., CFP®, CIMA®, CPWA®, RICP®
Laura has spent her career reaching out to 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...
Susan Ressler
Director of Operations & LPL Registered Administrative Associate
Prior to joining Lifespan, Susan owned her own floral and design business for 11 years in the South Florida market. Susan brings her experience of client relations, bookkeeping and organization. Susan is a Florida Licensed Life, Health...
Sherwood (Woody) Forman
Chief Compliance Officer & LPL Registered Administrative Associate
Sherwood graduated from the University of Miami with a degree in Accounting and earned his MBA in Finance. Sherwood is a Florida Licensed Life, Health, and Variable Annuity Agent and holds the FINRA Series 65 license through Lifespan...
Yvette Lorenzo
Client Services and Logistics Specialist
Yvette is our Client Services and Logistics Specialist; she is also the newest member of your financial team. Yvette has called South Florida home for nearly her entire life and is fluent in both English and Spanish. Prior to joining...
Rebeccah Barhan
Client Relationship Manager
Our Client Relationship Manager Rebeccah comes to us from the great state of Texas! She has over 15 years of experience in the financial services industry, most recently working as an IRA Specialist in a retail bank. Rebeccah ensures...