As many of you know, transitions such as new hires and retirements are important milestones in the life of an advisory practice as well as any business. Today, LifeTime shares both a heartfelt retirement announcement and an exciting leadership update for our tax team.

Announcing the Retirement of Mark Girimonte, CPA, CFP®

After a distinguished career spanning more than four decades in accounting, tax planning, and client service, Mark Girimonte, CPA, CFP® will retire from LifeTime Asset & Tax Management effective October 30, 2026.

Mark joined the LifeTime Tax team in September 2020 and was named Director of Tax Services in May 2023. Throughout his tenure, he has been pivotal in developing the tax department into what it is today — building an exceptional team and creating streamlined processes, all while keeping client service and experience top of mind. Mark has provided exceptional leadership, technical expertise, and personalized guidance to clients and colleagues alike.

A graduate of Hofstra University with a BBA in Accounting, Mark began his professional career in 1982 and built an extensive background in individual and business taxation, including service with several CPA firms and a decade as a Corporate Tax Manager. He earned his CPA credential in New York in 1994 and later became licensed in North Carolina. Demonstrating his commitment to lifelong learning and comprehensive financial guidance, he also earned the CERTIFIED FINANCIAL PLANNER® designation after passing the CFP® exam in 2022.

We are deeply grateful for Mark’s contributions to our clients, our team, and our company. His professionalism, integrity, and dedication to helping clients achieve their financial goals have left a lasting impact. We wish Mark and his wife, Lisa, all the best as they begin this exciting new chapter and enjoy more time with their family.


Welcoming Stephen House, CPA as Tax Director

As we celebrate Mark’s retirement, we are also excited to welcome Stephen House, CPA as our Tax Director.

Joining LifeTime in early August 2026, Stephen brings more than 20 years of experience in tax strategy, compliance, risk management, and advisory services. In his role, he will lead LifeTime’s tax team through tax season while providing proactive tax planning, strategy, and year-round advisory support for clients.

Originally from Grand Rapids, Michigan, Stephen earned a Master of Finance from the University of Michigan and has built a successful career serving clients across the financial services industry. Prior to joining LifeTime, he held tax and finance leadership positions in Michigan, New York, and North Carolina, developing significant expertise in tax planning, regulatory compliance, and risk mitigation. He is a licensed Certified Public Accountant in North Carolina.

Stephen’s client-focused approach, depth of technical knowledge, and commitment to proactive planning make him an excellent fit for our organization and our clients. We are excited about the leadership and perspective he brings to the firm and look forward to the future of our tax practice under his guidance.

Please join us in thanking Mark for his years of service and congratulating him on his retirement, while also welcoming Stephen to his new role with LifeTime Asset & Tax Management. Rebecca Crumpler, CPA, CFP®, CPWA® will continue to serve as our Tax Manager while Heather Poe will still be our dedicated Client Experience and Operations Specialist. We are confident that this transition will continue our tradition of delivering the exceptional service and trusted advice our clients have come to expect.

If you have any questions or concerns related to your tax return preparation or accounts with us, feel free to contact us at 919-845-5315 or email your primary contact.