Michael Flaherty is a Wealth Consulting Assistant with LifeTime Asset Management supporting the investment research and financial planning processes. He’s spent over 20 years in finance and earned his CERTIFIED FINANCIAL PLANNER® certification in 2006. Michael was an Executive Strategist with FlahertyColvin for nearly 20 years. Before joining FC, Michael was the vice president of [...]
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 8 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 [...]
Matthew D. Glova joined LifeTime Asset Management in 2010 as a CERTIFIED FINANCIAL PLANNER® professional, later joined the team as a partner, and then became CEO. Matt enjoys the opportunity to make a difference in his clients’ lives and is motivated by the problem-solving challenges that come with smart financial planning strategy. Matt is currently [...]
John joined LifeTime Asset Management in 2022 as Wealth Consultant and Chief Investment Officer. John works with his clients in areas such as investment analysis, risk management, estate planning and holistic wealth planning. John is currently ranked on AdvisorHub’s Fastest Growing Advisors to Watch list in 2024*. This honor showcases John's commitment to the growth [...]
Heather joined LifeTime as our Tax Administrator in September 2022. She is responsible for administrative duties to support our clients and tax professionals and keeps the tax department organized and running smoothly. Heather has over 20 years of office management experience, with a wide background in various industries. She has previously worked as an Office [...]
