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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

Chloe Ruddo Wealth Consulting Assistant

Chloe was delighted to join the Lifetime Team at the beginning of 2024, serving in the role of Wealth Consulting Assistant. Driven by a lifelong aspiration to help others, she cultivated a passion for numbers and finance from an early age. She was born and raised in Ocean City, Maryland, where she had the opportunity to partake in various jobs, teaching her the importance of money and saving.

Chloe graduated from Virginia Tech in May of 2023 with a Bachelor of Science in Finance specializing in Financial Planning. She found her love for financial planning, seeing it as a career that deals with both finance and psychology. Chloe has always enjoyed working and talking with people, and she knew this would be the perfect opportunity to utilize her strengths. One of her favorite classes was behavioral finance, and she looks forward to using her knowledge and skills within this field.

While attending Virginia Tech, she was a member of the Women’s Rugby team, where she played all four years. Chloe served on the executive board for two years, her senior year as President. Having had two ACL surgeries, Chloe has taken a few steps back from rugby and has taken an interest in various other hobbies, such as weightlifting, golf, and walking. On top of that, she is a big fan of the Virginia Tech Women’s Basketball team. Chloe plans on attending all the games in the neighboring colleges here in North Carolina. Since moving to Raleigh, she is excited to learn more about the city and be a part of their community.

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