1655 North Commerce Parkway Suite 203 Weston, FL 33326

954-385-7812
info@lifespanfinancial.biz
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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

Our business is built on a foundation of thoughtful client relationships.

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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

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

President & Sr. Advisor

Laura has spent her career helping 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 one of the...
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Susan Ressler

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...

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Sherwood (Woody) Forman

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...

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Rebeccah Barhan

Rebeccah Barhan

Client Relationship Manager

Rebeccah guides our clients through the process of creating and having an effective meeting with your advisor. With over 15 years of experience in the financial services industry, Rebeccah ensures that every client is treated with care...
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Raquel (Rocky) Forman

Raquel (Rocky) Forman

Operations Associate

With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and...
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Susan Bates

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.

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