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Meet The Team

At LifeTyme, we are committed to our clients

At LifeTyme Financial, we are people committed to empowering humanity to fulfill their dreams and live a created life. We speak clearly and we tell the truth in ways that take a stand for others. We are made up of strong, ethical, and compassionate people who are dedicated to fighting for financial freedom and peace of mind that lasts a LifeTyme.

We connect to our audience through inspirational storytelling, steadfast financial guidance and powerful education. Everyone who comes into contact with us is left feeling understood, represented, and connected to a world of possibility.

Live Life Freely

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

We Value:

Family:

Family is our foundation based on trust, embracing diversity, and creating multigenerational wealth.

Integrity:

We honor our word.

Ethics:

We stand for what is right, putting our clients’ needs first… period!

Education:

We impart knowledge that leads to a created life. An educated client is a LifeTyme client.

Accountability:

We are responsible for family through integrity, ethics, and education. Leadership and coaching that delivers!

Advisor Coaches

Cathy Smith

Cathy Smith

Investment Advisor Representative

630-209-2845

Julia HeMa

Julia He Ma, MSFT

Investment Advisor Representative

602-206-8187

Leong Ngu

Leong Ngu, MBA

Investment Advisor Representative

480-620-1228

Insurance Professionals

Your journey to reclaim, recapture, and realize your American dream begins now.

Your journey to reclaim, recapture, and realize your American dream begins now.