1655 North Commerce Parkway
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
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.
President & Sr. Advisor
Chief Compliance Officer
Client Service Associate