Laura Walsh is a CFP® professional at Lifespan Financial Strategies, Inc. in Weston, FL, with 29 years of industry experience. She worked at LPL Financial for 11 years before returning to Lifespan Financial Strategies, where she has been since 1997. She is also licensed to sell non-variable insurance in Florida. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers through the AssetMark platform.

Mary Hersey is a financial advisor with Lifespan Financial Strategies, Inc. in Weston, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Edward Jones for six years before joining Lifespan in 2020. Lifespan Financial Strategies provides advisory services to individuals, trusts, estates, retirement plans, and business entities, offering financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Sherwood Forman is a financial advisor at Lifespan Financial Strategies, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial LLC for three years. Forman is also licensed to sell non-variable insurance in Florida, dedicating a small portion of his time to this activity. Lifespan Financial Strategies provides financial planning, portfolio management, and tax-preparation services to individuals, trusts, estates, retirement plans, and business entities. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.

Raquel Teich is a financial advisor at Lifespan Financial Strategies, Inc. with three years of industry experience. She holds the ChFC® designation and Series 65 license. Her work history includes roles at Elizabeth Blau + Associates and academic experience at Cornell University and the University of Pennsylvania. Lifespan Financial Strategies serves individuals, trusts, estates, retirement plans, and business entities by providing financial planning, portfolio management, and tax-preparation services. The firm primarily manages portfolios on a non-discretionary basis and utilizes third-party money managers and model portfolios through the AssetMark platform.