1655 North Commerce Parkway
Welcome to Lifespan
Our business is built on a foundation of thoughtful client relationships.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Take the mystery out of investing and preserving wealth.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
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 my foundation of success.
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...
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...
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...
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...