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
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
Sherwood (Woody) Forman
Chief Compliance Officer
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...