We are excited to announce that Clara Hager has joined our team. Clara attended the College of William and Mary. Her career has spanned several industries, including “think tanks” in Washington DC, electrical utilities, medical software, and banking. She has been a certified Project Management Professional (PMP)® since 2002. Clara has called Raleigh her home for over [...]
We wanted to take a moment to congratulate our office manager Liz Hamlett and let you know that she is now a Certified Notary Public. If you need a document notarized please feel free to call our office at 919-845-5315 to let us know you would like to stop by. This service is free of [...]
Meals on Wheels is a great way to give back! LifeTime Asset Management volunteers every first Monday of each month and would love to have you join us. If you are interested in volunteering, please contact our office, thanks!
Matt recently attended a learning event in Austin, sponsored by LifeTime Asset Management’s broker/dealer, Commonwealth. The event’s education meetings were tailored to the selected firms, ranging from topics to technology, financial planning, products, and business. LifeTime is committed to continuing education and growth that support our mission of helping clients find financial peace of mind.
LifeTime Asset Management was thrilled to host its 4th annual Shred Event on May 14, and we appreciated the clients and guests who attended. Thank you also to our event partner Reify Media for their participation, and for taking these great pictures of the event: 4th Annual Shred Event is underway! Join us for food, [...]
Matt recently attended a learning event in Boston, sponsored by LifeTime Asset Management’s broker/dealer, Commonwealth. He was asked to attend the event as a part of a small group of firm leaders, each recognized for their dedication to client service and new technology. The event’s seminars and workshops were tailored to the selected firms, ranging [...]
We are excited to announce that Liz Hamlett will be joining our team this month. Liz has a background in the field of customer service and enjoys helping others. She also grew up in Raleigh, attending Peace College. Liz and her son Ryan live in Raleigh. We thank our clients for their support as we [...]
Our team would like to congratulate Matt Glova for officially committing to an elite study group, one that our firm hopes will have a lasting and meaningful impact. The study group’s first meting will be in February, and the newly formed study group includes advisors from across the country. The participants were invited to the new study group by [...]
We are excited to announce that THE 4TH ANNUAL SHRED EVENT will be held on May 14. If you're local to the Raleigh area, we hope that you'll save the date and plan to stop by with your old documents or outdated devices. Please also feel welcome to bring your friends and family to take advantage of this [...]
We are excited to announce that Alan King will be joining our team in December. Alan has a long-term, client relationship with LifeTime Asset Management and is fully committed to the results that can be achieved with a long-term, disciplined, diversified approach to financial security. He is excited to learn and grow in this new [...]