LIFETIME WEALTH STRATEGIES - Key Persons

Adam Coop

Job Titles:
  • Founding Partner, Director of Financial Planning & Insurance

Evan Thurmond

Job Titles:
  • Founding Partner, Director of Portfolio Management

Judy Morrison

Job Titles:
  • Financial Advisor

Lori Edge

Job Titles:
  • Operations Manager

Michael Trapp

Job Titles:
  • Operations Associate

Rebecca Holstein

Job Titles:
  • Client Services Associate

Sarah Strange

Job Titles:
  • Client Services Associate

Scott Sells - Managing Director

Job Titles:
  • Founding Partner
  • Managing Director

Taylor Davis

Job Titles:
  • Wealth Advisor