LifeGoal Investments, LLC

Evan Wiggins is a financial advisor at LifeGoal Investments, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. Wiggins was also a full-time student for eleven years prior to beginning his advisory career. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing asset management, assets-under-advisement services, and financial planning. The firm employs a team approach and follows an investment process incorporating Modern Portfolio Theory, long-term holdings, trading, option strategies, and the use of derivatives and margin within managed accounts.

Taylor Sohns is a CFP® with 15 years of industry experience, currently serving as an advisor at LifeGoal Investments, LLC in Saratoga Springs, NY. His prior experience includes roles at Franklin Templeton, Legg Mason, and Lord Abbett. Outside of his advisory work, he is a partner and CFO of Forever Young Springs, LLC, a small real-estate company. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning and consulting. The firm uses a Modern Portfolio Theory-based investment approach incorporating long-term holdings, trading, and option strategies, and may engage sub-advisors for portions of client portfolios.

Maxwell Hulbert is a Series 65-credentialed financial advisor with two years of industry experience, currently with LifeGoal Investments, LLC in Saratoga Springs, NY. His prior experience includes roles at Knight Strategic Wealth and Northwestern Mutual, as well as operating as a sole proprietor. Hulbert is also involved in LifeGoal Lending LLC as Director of Lawyer Relations. LifeGoal Investments serves individual and high-net-worth clients and business entities, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $558 million across about 319 clients and incorporates Modern Portfolio Theory with a mix of long-term holdings, trading, and option strategies in its investment approach.

Nicholas Rossetti is a financial advisor at LifeGoal Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has held positions at RBC Capital Markets and Amundi Asset Management US, Inc. prior to joining LifeGoal. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing long-term holdings, trading, option strategies, and may engage sub-advisors to manage portions of client portfolios.

Brett Sohns is a financial advisor with LifeGoal Investments, LLC in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with multiple entities including Advisors Asset Management, Inc and Hartford Funds Distributors, LLC. Outside of his advisory role, Sohns is the owner of Forever Young Springs, LLC, a commercial real estate business. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing discretionary and non-discretionary asset management, financial planning, and consulting services. The firm employs an investment approach based on Modern Portfolio Theory, incorporating long-term holdings, trading, options strategies, and occasionally uses sub-advisors and borrowing in client accounts.

Devin Campbell is a Series 65-licensed financial advisor at LifeGoal Investments, LLC with one year of industry experience. Prior to joining LifeGoal, he held roles at Van Avery Enterprise, Russell Sage College, and several school districts. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, offering asset management, financial planning, and consulting through a six-person advisory team. The firm’s investment approach incorporates Modern Portfolio Theory, a combination of long-term holdings, trading, and option strategies, and includes the use of derivatives and borrowing in some client accounts.