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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Sandy Russ, CFP®, CPA Wealth Consultant

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+ events, seeing how loving, inclusive, and supportive the community is of one another. She is proud to call herself an ally and looks forward to having the opportunity to share her passion and expertise to help in a safe and inclusive environment.

Sandy was born and raised near Raleigh and graduated from Meredith College in 1998 with a Bachelor of Science Degree in Accounting.  Following graduation, she moved to New Bern, NC where she passed the CPA exam and worked in public accounting preparing individual and business tax returns.

In 2006, Sandy and her husband purchased an insurance agency in the NC Foothills.  She was involved in the greater Caldwell County community and enjoyed participating in Chamber of Commerce events.  Sandy also supported the local nonprofit Communities in Schools with annual X the TXT events to encourage new young drivers to make the pledge to not text and drive.  Also while in Caldwell, Sandy was a member of Rotary International.

In 2012, Sandy was instrumental in forming a networking group called Caldwell Women’s Forum.  This is a space for local professionals to gather monthly for breakfast and hear inspiring stories from local leaders about topics important to women such as cardiovascular disease, financial independence, skin care, mental health, economic development, business marketing strategy, Women’s History, and many more.  Sandy passed the exam and became a Certified Financial Planner in 2020 and enjoys helping women gain financial confidence.

While living in the mountains, Sandy and her husband Jerry enjoyed hiking, kayaking, and camping.  They recently moved back to the Raleigh area to be closer to family and lifelong friends.  Sandy loves reading and enjoys cooking new things.

Professional registrations, licenses, designations:

  • FINRA Series 6 and 63 securities registrations
  • Certified Public Accountant license
  • CERTIFIED FINANCIAL PLANNERTM certification
  • Life and Health insurance licenses

Community involvement and professional organizations:

  • NC Association of Certified Public Accountants member
  • American Institute of Certified Public Accountants member
Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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