Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Executive Team
VINCENT DEL FRANCO, RICP®, ChFEBC ℠, is an experienced and disciplined financial professional who has spent over 25 years providing sound financial guidance to individuals, families & business owners with a wide range of financial...
Charles Pettit, Chartered Financial Consultant® is an experienced and disciplined financial professional who has spent over 23 years providing sound financial guidance to individuals, families & business owners with a wide range of...
Sophal Pettit has been in the Financial Industry since 1997. She has a Passion for helping families Discover their True Purpose for Money and as a Marketing Director with LifeTyme Financial Group she has the responsibility to share the
Advisor Coaches
C.Clayton Matthews graduated college with a Degree in Criminal Justice Minor Sociology (2001), A.S. degree in Nursing (2004) and a Bachelor of Science in Nursing (2011), then later passed The American Academy Of Nurse Practitioners...
Julia He Ma MSFT, Master of Science in Taxation and Financial Planning, has been serving clients since 2012. Born and raised in China, she earned her B.S. in business and education from Changchun University. She has traveled the globe...
Leong is a graduate of Hawaii Pacific University where he earned his MBA in Marketing. After graduation, he worked several years at a multinational company in the Asia Pacific region.
As a 4th generation business owner, Mark Mollon has a passion for both entrepreneurship and educating individuals with the knowledge to create a legacy of financial security from one generation to the next. Mark is the co-founder of...
Mark has served clients in the financial services industry for over 25 years in the tax and accounting fields, and is the owner of Mercer, Flanagan and Company, P.C. Mark's desire is to help clients plan for retirement and navigate the...
Mike has enjoyed working to help families, individuals, and businesses reach their financial goals for over 15 years. We realize that everyone has their own unique set of circumstances therefore we don't take a one-size-fits-all...
Insurance Professionals
In January of 2019, Estera joined LifeTyme Financial and holds her life and disability insurance license. Emigrating from Moldova at the age of 8, Estera is fluent in Romanian and Russian. Witnessing her families' struggle with...
George Henderson, has over 40 years of financial leadership and retirement planning experience and has worked in both the government and private sectors, having spent 25 years in service with the federal government. George is a retired...
Marcella joined LifeTyme Financial as a licensed Insurance Professional. Her passion for legacy building is evident in her community as she co-founded the ExCEL Youth Mentoring Institute, where she works with young entrepreneurs and...