LifeTime continues to grow with two new employees joining our team! Matt Kelleher, CFA, CFP® joined our team as a Wealth Consulting Assistant on September 15, 2025. The “new” Matt, as we refer to him (or Matt K), relocated to Raleigh, NC from the Boston, MA area. He previously worked at MFS Investment Management for 6 years as an internal wholesaler and a member of their in-house Social Security consultant team. Matt earned his B.A in Neuroscience (!!) at Bates College in Maine. After working in Clinical Development, he discovered that wasn’t the career path for him. In 2018, Matt made a bold pivot into Financial Services—and hasn’t looked back since. He holds the CERTIFIED FINANCIAL PLANNER® professional certification, as well as a Chartered Financial Analyst® (CFA®) Charterholder. We’re excited to have Matt join our team. In this role, he will support our advisor team with research and analysis.
On the very same day, Antonio McDaniel, CPA, MBA also joined LifeTime as Tax Supervisor on our tax team. Antonio was President and CEO of The McDaniel Group for almost 14 years before joining our team. He is a seasoned tax professional with over 25 years of experience specializing in personal and business taxation. Antonio has extensive expertise across corporate, nonprofit, recreation, construction and mental health sectors, bringing a strategic and detail-oriented approach to every client engagement. He earned his Bachelor of Science degree in Accounting at Elizabeth City State University, then continued his education to gain his Master of Business Administration (MBA) in Accounting with North Carolina Central University. Antonio has been be a great addition, helping to round out our tax team.
A huge welcome to them both!