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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|

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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