At Lifetime Financial Group, we are not a solo act. We are a coordinated team of career-minded professionals who bring diverse backgrounds, perspectives, and expertise to every client relationship.
We come from Chile, the Philippines, Mexico, and across the United States. We are male and female, experienced and emerging. We are united by a shared commitment: to listen deeply, show up consistently, and serve your family for generations.
Bruce A. Berman
President & Financial Advisor
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...
Oren Guzman
Investment Analyst
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...
Bonnie Doolittle
Operations Manager
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...
Heather Vela
Client Service Assistant
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
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....
Phyllis Ruiz
Sr. Administrator
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
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...