Broker Check

Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Earl Luttner

Earl J. Luttner, CLU

CEO and Chairman of the Board, Lifetime Financial Growth, LLC

Sanford Aderson

Sanford M. Aderson, JD*

Vice Chairman of the Board and General Counsel, LFG

Matthew Roddy

Matthew W. Roddy, LUTCF

Enterprise-wide President, Lifetime Financial Growth, LLC

MaryLou Rodgers

MaryLou Rodgers, MBA

Chief Operating Officer, Lifetime Financial Growth, LLC

Thomas Wyatt

Thomas D. Wyatt, JD, CFP® AIF

President of Lifetime Financial Growth of Central Ohio, LLC

Danielle Swann

Danielle K. Swann, MBA

Executive Vice President, Lifetime Financial Growth

Eric Startare, CPA

Eric Startare, CPA*

Chief Financial Officer, Lifetime Financial Growth, LLC

Greg  Kreiner

Greg Kreiner

VP of Growth and Development

248-633-1384

248-647-6523

James A. Schepis, CLU

James A. Schepis, CLU

Executive Vice President, Lifetime Financial Growth

Board of Directors

Sanford M. Aderson, JD*
Vice Chairman of the Board and General Counsel, Lifetime Financial Growth, LLC

Robert M. Ball
Creator of The Living Balance Sheet, Consultant to the Guardian Life Insurance Company

Emanuel V. DiNatale, CPA

Carl F. Hicks, Jr., PhD
President, The Growth Group

John W. Jacob
Chairman of the Board, Highland Tank & Manufacturing Company

Earl J. Luttner, CLU®
Chairman of the Board and CEO, Lifetime Financial Growth, LLC

Brian Smith, JD*, CFP
President, Vista Pointe Wealth Solutions, LLC

Nebojsa "Nash" Subotic, MBA
CEO, WestPac Wealth Partners

Matthew W. Roddy, LUTCF
President, Lifetime Financial Growth, LLC

C. Richard Weylman, CSP, CPAE
Managing Director and Board Chairman, Weylman Consulting Group

Board Secretary: MaryLou Rodgers, MBA
Chief Operating Officer, Lifetime Financial Growth, LLC

(*) Service as General Counsel is limited to LFG. Not acting as General Counsel or otherwise providing legal advice on behalf of Guardian or any of its subsidiaries or affiliates.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.