Financial Advisors

 

With more than 200 years of collective experience, extensive knowledge of the financial vehicles available, and a thoughtful perspective on how to plan for and build a successful future, the Lifetime Planning financial advisors strive to have a positive impact--both financial and non-financial--on their clients' lives.

They look forward, every day, to learning more about the clients, their families, and friends, and helping them plan for a future fulfilling their dreams.

For information on a particular financial advisor, simply click below for a more detailed biography.

Larry Slabotsky
Ken Morris
T. Michael Dolan
Marty Grattan
Nina Preston
Wendy Potter
Marvin Lee

Brandon Morris

Zachary Slabotsky

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck