Julia started as a part-time Office Administrator at LifeTime Asset Management in 2024 and is enthusiastic about fostering strong, enduring relationships with clients. In her support role, Julia communicates with clients both by phone and in person, delivering exceptional service and assistance. Originally from Greenville, SC, Julia graduated from Converse College with a bachelor’s degree [...]
Jessica Sjolander joined Bruce Moskowitz's team in Wilmington, NC in 2021, then became part of LifeTime in 2024 as part of a merger with Bruce's wealth management practice. Jessica works part-time as an Office Administrator and brings a diverse skill set to the team with experience in customer support, administration, and marketing and communications. She [...]
Lori Williams joined Bruce Moskowitz's team in Wilmington, NC in 2012, then became part of LifeTime in 2024 as part of a merger with Bruce's wealth management practice. Lori assisted LifeTime as the company established their office in Wilmington and serves clients as a Wealth Consulting Assistant. She has over 25 years of retail brokerage [...]
Bruce Moskowitz joined LifeTime in 2024 as a Wealth Consultant and Managing Partner overseeing the Wilmington, NC office. He is currently ranked on Forbes’ Best-In-State Wealth Advisors list for 2024* and has been a Wealth Consultant in Wilmington for over 30 years. Bruce specializes in building long-term financial plans that help his clients pursue goals, [...]
Tami Hollingsworth joined the LifeTime team in 2020. She brings marketing, communications, and client relationship experience to her role with LifeTime, in addition to her experience in finance. While Tami grew up in Maryland, she originally came to Raleigh to attend North Carolina State University. While Tami and her husband Mike lived in Denver for [...]
Angie joined LifeTime in April of 2023 and is eager to further her career in internal operations and marketing coordination, as well as serving a team dedicated to quality financial service towards its clientele. Originally from Ottawa, Canada, Angie comes from an international family and has always had a curiosity about the effectiveness of communication [...]
Mandi Schoephoerster started with LifeTime as our Office Administrator in August 2021. She was promoted to Client Service Administrator in April 2023 as she continues to grow her career in the financial industry. She is excited to be a part of a team that is centered around quality financial services and that provides a familial [...]
Christine DeSena returned to North Carolina and joined LifeTime Asset Management in November 2018. Christine was born and raised in West Virginia and graduated from Fairmont State University. Following graduation, she moved to NC for several years before leaving for family job relocations that eventually landed her in Tampa, FL. She is happy to be [...]
Kim joined LifeTime Asset Management in November 2017. She is responsible for providing support to the Wealth Consultants, management of office operations, client services, and event planning. She has over 20 years of professional management and administrative experience. Kim has worked in the financial and insurance services industry for over 15 years. Previous occupations include [...]
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 [...]
