COVID-19/Coronavirus Update

In an effort to do our part in slowing down the impact of the COVID-19 virus, as of Wednesday, March 18th, 2020 at 5:00pm we are suspending physical access to our office by clients. We will be available to receive your calls and emails during normal business hours.

Regarding 2019 Income Tax Returns - If you have not yet sent your tax documents to us, please send physical documents to our mailing address or you may email us your documents. We recommend sending physical documents via a method that can be tracked. If you are sending documents electronically, please make sure all digital documents are legible. When we have completed preparing your tax return, we will send them to you via FedEx.

As a reminder, our mailing address is:

304 Indian Trace, Suite 264
Weston, FL 33326

Planning for Life

About Lifespan

Years 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 Services

Take the mystery out of investing and preserving wealth.

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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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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 my foundation of success.

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Meet Our Team

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

President & Sr. Advisor

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...

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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...

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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...

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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...

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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...

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