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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

John Puckett, CFP®, MBA CIO, Wealth Consultant, Managing Partner

John joined LifeTime Asset Management in 2022 as Wealth Consultant and Chief Investment Officer.  John works with his clients in areas such as investment analysis, risk management, estate planning and holistic wealth planning. John is currently ranked on AdvisorHub’s Fastest Growing Advisors to Watch list in 2024*. This honor showcases John’s commitment to the growth of LifeTime and dedication to service to our clients. John was most recently named as a Five Star Wealth Manager for 2024.

John has over 15 years of strategic investment and planning experience and earned his CERTIFIED FINANCIAL PLANNER® designation in 2017.  In 2020, he completed an executive education program for Investment Management and practice theory through Yale University. John graduated with an MBA from Georgia Institute of Technology in 2018 and obtained his Bachelor of Science degree from Georgia Southern University in 2005.

Prior to joining the industry John served as an educator and basketball coach in Gwinnett County, GA.  John is a Georgia native and currently lives in Suwanee with his wife Rachel and daughters Sam and Zoey.  In his free time, John enjoys golfing, going to Georgia Tech football games, and traveling with his family.

Professional registrations, licenses, and designations:

  • FINRA Series 7 and 66 securities registrations
  • Life insurance license
  • CERTIFIED FINANCIAL PLANNER® certification

Community involvement and professional organizations:

  • Board Member, American Cancer Society Atlanta Golf Select
  • Member of the Investments and Wealth Institute
  • Member of Laurel Springs Golf Club
  • Active Georgia Institute of Technology alumnus

 

*2024 AdvisorHub “Advisors to Watch” award, created by AdvisorHub. Presented on June 20, 2024, based on data as of 12/31/2022 and 12/31/2023. 1,987 advisors were considered and 1,000 advisors were recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, click here. https://www.advisorhub.com/resources/rankings/

* 2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in September 2024 based on data gathered within 12 months preceding the issue date. 3508 Atlanta-area advisors were considered, 249 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com

Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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