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
Heidi Evans Wealth Consulting Assistant
Heidi joined the LifeTime team at the beginning of 2025 as an Office Administrator. She was promoted to Wealth Consulting Assistant in March 2026. She earned her Business Administration degree from East Carolina University in December 2024 and discovered a strong passion for helping others achieve their financial goals. She is currently working toward her CERTIFIED FINANCIAL PLANNER® certification through Dalton Education while serving as a Wealth Consulting Assistant. Outside of work, Heidi enjoys visiting her family in California. She loves being outdoors, going for afternoon walks, playing tennis, exploring new coffee shops, and doing hot yoga. At home, she enjoys relaxing with her two cats, Pooh Bear and Poppy.