Laura Walsh, M.S., CFP®, AIF®, CIMA®, CPWA®, RICP®
CEO and Senior Wealth Advisor
Laura has spent her career helping people in need. She received her Master’s degree in Mental Health Counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the most common stressors an individual or family confronts on a regular basis.
Laura earned her CERTIFIED FINANCIAL PLANNER™ (CFP)® designation in 1996 and focuses on the special needs of families throughout life’s stages. Laura completed her studies for the Certified Investment Management Analyst ™ (CIMA)® designation at the University of Pennsylvania’s Wharton School of Business, Executive Education Program. She also earned the Certified Private Wealth Advisor™ (CPWA)® offered from the Investment Management Consultants Association ® in conjunction with The University of Chicago Booth School of Business. Laura also earned the Retirement Income Certified Professional (RICP)® from the American University. This designation provides specialized education in creating income for clients during the distribution phase of their financial lives.
Laura is active in her profession and in her community. She served in the South Florida Chapter of the International Association of Financial Planning, the South Florida Institute of Certified Financial Planners and the Broward County Chapter of the Financial Planning Association. She is also an active member of the National Society of Tax Professionals, the Institute of Certified Divorce Financial Analysts, the International Association of Registered Financial Consultants and the National Institute of Certified College Planners. Laura is also active with the South Florida Chapter of the American Harp Society and enjoys playing the harp in her free time.
Laura has been happily married for over 30 years to her husband Bruce, and they have two adult children (who are both advisors at Lifespan)! Their hobbies include sailing and traveling.
Sherwood (Woody) Forman, MBA, CFP®, AIF®
President and Wealth Advisor
Woody has a passion for empowering individuals to achieve their financial goals. With over a decade of experience in the industry, Woody brings a wealth of knowledge in investment strategies, financial planning, and wealth management. As a CERTIFIED FINANCIAL PLANNER™, Woody is dedicated to providing personalized and strategic financial advice tailored to each client's unique needs. Woody is also a proud University of Miami Alum and a lifelong resident of South Florida.
Raquel (Rocky) Forman, M.S.
Associate Wealth Advisor
With her hospitality finance experience, Rocky helps clients through financial decision making, while providing excellent client service. Rocky graduated from Cornell University with her Bachelor’s in Hotel Administration, and earned her Master’s from The University of Pennsylvania in Behavioral and Decision Sciences. Rocky holds the FINRA Series 65 license and is also a Florida Licensed Health & Life Agent.
Mary Hersey
Client Service Associate
Mary handles all account logistics and works with our asset management partners to ensure your money is managed promptly and securely. She has several years of experience in the financial services industry, and holds the FINRA Series 65 license. Mary provides exceptional service for all client account needs.
Angela Kwon, FPQP®
Client Relationship Manager
Angela oversees logistics of financial/investment planning meetings and keeps our office organized. With years of experience as a school teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that their plans are meticulously cared for. Angela earned the Financial Paraplanner Qualified Professional™ designation in 2022 and holds her Bachelor’s degree in Elementary Education from Towson University. Angela holds the FINRA Series 65 license.
Rachel Sebaste
Client Service Associate
Rachel coordinates logistics for financial/investment planning meetings while keeping our office organized. With years of experience as a laboratory analyst, Rachel brings a level of precision and care to our clients, ensuring their plans are executed thoughtfully. Rachel earned her Bachelor of Science in Biological Science from Florida State University.
