COVID-19/Coronavirus Update
To ensure the health and safety of our clients and staff from the risk of coronavirus (COVID-19) we are conducting all appointments virtually at this time. If you have any concerns or questions regarding your virtual appointment, please reach out to us for guidance.
Welcome to Lifespan
Learn MorePlanning for Life
About Lifespan
Years of experience have prepared us to guide you through your life transitions.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
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.
Meet Our Team
Laura Walsh, M.S., CFP®, CIMA®, CPWA®, RICP®
President & Sr. Advisor
Susan Ressler
Associate Advisor
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
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...
Rebeccah Barhan
Client Relationship Manager
Mary Hersey
Operations Associate
Raquel (Rocky) Forman
Operations Associate
Susan Bates
Client Service Associate
With her client-centric attitude and attention to detail, Susan ensures our office runs smoothly. Susan answers phone calls, assists clients with appointment scheduling, and always strives to provide thoughtful and caring service.