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About Us

About Lifetime Wealth Management

Lifetime Wealth Management is an affiliate of Lumsden McCormick, a well-established CPA and business advisory firm. That relationship shapes every aspect of how we work with clients, bringing wealth management and tax expertise together within a single, coordinated practice. The work we do is built around the belief that managing wealth well means understanding how every part of a client's financial life connects to the rest.

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How We Work

How We Work

When your financial advisor and your CPA work within the same practice, the planning that results is more integrated than what either could provide alone. Through our partnership with Lumsden McCormick CPA, investment decisions are made with your tax situation in mind, business planning is weighed alongside your retirement goals, and the legacy you want to leave shapes how your wealth is managed from the start. That kind of coordination is how every client relationship here is structured.

A Practice Built for the Long Term

A Practice Built for the Long Term

Wealth management is an evolving discipline. The financial picture that makes sense today will look different as careers change, businesses transition, and family priorities come into focus. We stay close to our clients' situations because of that, treating every plan as a living strategy that needs to grow and adapt alongside the person it's built for. That approach to the relationship is as central to what we do as any individual service we offer.

The People Behind the Plan

Advisors who bring together the financial planning and tax expertise your wealth requires.

The leadership team at Lifetime Wealth Management is made up of practicing advisors who remain personally engaged in client relationships. Their approach to leading the firm reflects the same principles that guide every client engagement, grounding the team in thoroughness, coordination, and a standard of attention that carries through every phase of the work. The practice they have built reflects those same priorities at every level.

Nicholas Beckman

Nicholas Beckman

Senior Financial Advisor

Jeff Budzinski

Jeff Budzinski, CFS®

Senior Financial Advisor

Sara Dayton

Sara Dayton, CPA

Registered Admin

Robert Ervolina

Robert Ervolina, J.D., CWS®

Senior Wealth Manager

Brian Kern

Brian Kern, CPA

Financial Advisor

Claire McNamara

Claire McNamara

Registered Assistant

Michē Needham

Michē Needham, CPA

Registered Admin

Austin Robare

Austin Robare, CPFA®

Senior Financial Advisor

Jonathan Roller

Jonathan Roller, CPA

Registered Admin

Doug Sosnowski

Doug Sosnowski, CPA/ABV, ASA, CFF

Registered Admin

Mark Stack

Mark Stack, CPA

Registered Admin

Cory Van Deusen

Cory Van Deusen, CPA

Registered Admin

TJ Wahl

TJ Wahl

Financial Advisor

Contact UsLet's Start the Conversation

Wealth management done well starts with understanding your complete financial picture, and that starts with a conversation. Reach out to schedule a meeting, and let's begin with yours.

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