Matt joined LifeTime in September 2025 in our Raleigh office. 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 [...]
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 [...]
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 2025* 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, [...]
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 & Tax Management in March 2022. As a Wealth Consultant with a CPA background, Sandy helps clients with their investment and retirement planning needs as well as proactive tax planning strategies. Sandy has grown her career in wealth management under the mentorship of Lorraine Johnson, CFP®, CFA®, ADPA®, our recently [...]
Will is a Wealth Consultant with LifeTime Asset & Tax Management. Joining our team in December 2021, Will supports our Wealth Consultants with investment research throughout our financial planning processes. In addition to serving his own clients, Will was promoted to Director of Retirement Planning in December 2025. In this role, Will supports our advisor [...]
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 [...]
