Matt joined LifeTime in September 2025. He grew up just outside of Boston in Newburyport, MA before attending Bates College in Lewiston, ME. During that time, he was a member of the lacrosse team and graduated with a B.A. in Neuroscience. After graduation, Matt spent 6 years working in Boston for MFS Investment Management as [...]
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 [...]
Kevin joined LifeTime in June of 2023 as a Wealth Consulting Assistant. He is eager to grow his career in financial planning and wealth management, as well as work with a team dedicated to quality financial service towards its clientele. Born and raised near Harrisonburg, Virginia, Kevin grew up in a family of six. After [...]
Michael Flaherty joined LifeTime Asset & Tax Management in 2020 as a Wealth Consulting Assistant. He was promoted to Director of Investment Operations in May 2025. In this role, Mike places trades in our client accounts as well as supports our investment research and financial planning processes. He’s spent over 20 years in finance and [...]
A Special Note: Lorraine Johnson retired from LifeTime Asset & Tax Management as an advisor on Dec 31, 2023. She will continue to work with LifeTime in a mentorship capacity for the foreseeable future. We as a firm value her extensive knowledge and the team looks forward to our ongoing relationship. Read the full announcement [...]
Sandy Russ joined LifeTime Asset Management in March 2022 as a Wealth Management Associate. She was promoted to Wealth Consultant in December 2023. Sandy has grown her career in wealth management under the mentorship of Lorraine Johnson, CFP®, CFA®, ADPA®, our recently retired LGBTQ+ focused advisor. She thoroughly enjoys attending Pride festivals and other LGBTQ+ [...]
Will Martin is a Wealth Consultant with LifeTime Asset Management. Joining our team in December 2021 as a Wealth Management Associate, Will continues to support our Wealth Consultants with investment research throughout our financial planning processes. As a Wealth Consultant, he can also work with his own clients. He has worked over 11 years in [...]
Guy started his career in financial services in 1979 and is the founder of Lifetime Asset Management. After all these years, Guy still gets the most enjoyment from helping clients find the best solution for their financial concerns. Guy grew up in eastern North Carolina where he was active in sports (football, basketball, baseball), Boy [...]
Leslie Gaddis joined Lifetime Asset Management in January 2018 as a Financial Planning Assistant. She spent the first part of her career life as a Geographic Information Systems specialist for a natural gas utility, but in 2016 decided to pursue her passion for personal finance and financial planning. Leslie enrolled in the Duke University Executive [...]
Alan King was born and raised in WV and has had an interest in money and accounting from an early age. Sidetracked by the allure of the newly introduced Radio Shack home computer while in high school, he started a long, successful career in Information Technology. He was able to rekindle that initial interest in [...]
