Broker Check

We start with people.

Team

Lifetime Financial Group, Inc. is made up of a committed team of career-minded professionals who understand the value of building relationships and providing experience that allows clients to move forward with financial confidence.

 

Bruce Berman founded Lifetime Financial Group Inc. in 1997 based on his commitment to relationships, resilience, and reinvention. He started his own company so that he could be free to explore and offer a wide range of financial...

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Bonnie Doolittle partnered with Bruce from the inception of the company and remains a critical member of our staff. Her responsibilities include overseeing operations, financial research, maintaining our client database of assets and...

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Jill Morse

Client Service Specialist

(847) 920-1732

Jill joined LFG in 2002 as an integral member of our team ensuring the exceptional level of service that LFG provides to all of its clients. Her main focus is to provide support for our client service system for new accounts, transfers...

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Oren Guzman

Investment Analyst

(847) 920-1732

Oren became part of LFG in 2006 and plays a key role in supporting our investment models and working with our analytical tools. He is responsible for managing client portfolios, designing investment allocations, preparing client...

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Heather Opas

Client Service Assistant

(847) 920-1732

Heather joined LFG in March 2012 and provides invaluable support to all of our staff and maintains communication with our clients. You are likely to encounter her upbeat and energetic presence on the phone when you call our office. She...

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Rebecca has been providing LFG with her expertise pertaining to late life transitions for families since 2008, consulting with Bruce on specific cases. She has been a researcher, program evaluator and instructor in the field of...

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Kevin is the newest member of our team, having joined LFG in 2017. While managing his own book of business over the past 15 years through our shared broker-dealer, Kevin has shared his knowledge and analysis in managing investments....

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