Your Lifelong Team

Andrew S. Rosen, CFP®, CEP®

Andrew S. Rosen, CFP®, CEP®

President, Lifelong Financial Advisor, Partner

Kyle Hill, CFP®

Kyle Hill, CFP®

Lifelong Financial Advisor, Partner

 David P. Levy, CFP®

David P. Levy, CFP®

Lifelong Financial Advisor, Partner

Samuel P. Varano CFP®, AIF®

Samuel P. Varano CFP®, AIF®

Lifelong Financial Advisor

Peter Hackenbrack, CRPC®, AIF®

Peter Hackenbrack, CRPC®, AIF®

Lifelong Financial Advisor

 Irvin W. Rosenzweig CFP®, ChFC®, CLU®, AIF®, AEP®, CRPS®

Irvin W. Rosenzweig CFP®, ChFC®, CLU®, AIF®, AEP®, CRPS®

Director

Support Team

Kelley L. Seeney

Kelley L. Seeney

Office Manager/Client Experience Officer

Jay T. Levy

Jay T. Levy

Operations Lead

Michael Fisher, CFP®

Chief Executive Officer

Sharon L. Clifton

Sharon L. Clifton

Senior Client Liaison

Colleen McGeehan

Colleen McGeehan

Senior Operations Assistant

James Witner

Investment Analyst

Ashleigh Weimer

Ashleigh Weimer

Senior Operations Assistant

Thomas Ervin, CTS™

Thomas Ervin, CTS™

Senior Associate Planner

Mike Horwath, CFA®

Mike Horwath, CFA®

Chief Investment Officer

Ashley Howard

Ashley Howard

Administrative Assistant

Phone: 302-765-3500 ex 11
Clientservices@lifelongadvisors.com

Tommy Petrick

Tommy Petrick

Associate Planner

Phone: 302-765-3500 ex 12
Tommy@lifelongadvisors.com

Stephanie Levy, FPQP™

Stephanie Levy, FPQP™

Associate Planner

Kate Sutton

Kate Sutton

Operations Assistant

In-House Experts

Ed Lynch, CPA, MT

Ed Lynch, CPA, MT

In-House Accountant

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

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Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.