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Matthew Glova, CFP®

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 [...]

2025-08-10T21:52:26+00:00January 1st, 2020|

John Puckett, CFP®, MBA

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 [...]

2025-08-18T13:57:37+00:00January 1st, 2020|

Heather Poe

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 [...]

2025-08-10T21:46:37+00:00September 12th, 2006|

Antonio McDaniel, CPA, MBA

Antonio McDaniel is a seasoned tax professional with over 25 years of experience specializing in personal and business taxation. He has extensive expertise across corporate, nonprofit, recreation, construction and mental health sectors, bringing a strategic and detail-oriented approach to every client engagement. Antonio holds a Bachelor of Science in Accounting from Elizabeth City State University [...]

2025-09-26T14:29:05+00:00September 5th, 2004|

Rebecca Crumpler, CPA, CFP®

Rebecca Crumpler joined LifeTime Tax Management in March 2021, bringing over ten years of financial services experience. Rebecca is originally from New York, but has lived in North Carolina since the second grade. She attended Appalachian State University and obtained her Bachelor’s in Business Administration in late 2017. Rebecca obtained her CERTIFIED FINANCIAL PLANNER® designation [...]

2025-08-10T21:54:15+00:00September 4th, 2004|
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