Meet the 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.

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.

Bonnie Doolittle

Operations Manager

(847) 920-1732

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...

Bruce A. Berman

President & Financial Advisor

(847) 920-1732

bruceberman@lifetimefinancialgroup.com

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...

Heather

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...

Kevin Tavas

Equity Strategist

(847) 920-1732

kevin.tavas@lifetimefinancialgroup.com

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....

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...

Phyllis Ruiz

Sr. Administrator

847-920-1732 x 104

pruiz@lifetimefinancialgroup.com

Phyllis is our newest member and joined LFG in August 2021. Her enthusiasm and friendly demeanor brings warmth to the office. Prior to joining Lifetime, Phyllis worked in commercial real estate for 15 years.In her spare time, Phyllis...

Rebecca Berman

Consultant

(847) 920-1732

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...

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.