Whitney Kenyon
Managing Financial Professional
Whitney has built a reputation as a holistic and comprehensive financial professional who goes beyond the numbers to understand the unique stories and aspirations of her clients. Whitney's passion lies in unraveling everyone's...
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Thomas D. Wyatt, JD, CFP® AIF
Business Owner Specialist
Tom is a dedicated Business Owner Specialist with extensive experience in helping entrepreneurs protect and grow their businesses. With a deep understanding of the unique challenges faced by business owners, Tom focuses on providing...
Brett Mock JD, CFP®
Director of Investments, Lifetime Financial Growth
Brett’s personal and professional journey is shaped by profound experiences that highlight the importance of being prepared for life’s uncertainties. Inspired early on by his Nana Faye who overcame alcoholism, devoted herself to...
Joseph Roddy
Financial Advisor
Registered Representative and Financial Advisor of Park Avenue Securities. CA Insurance License #4491917.
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Dejah Freeman
Executive Administrative Assistant
Dejah Freeman serves as an Executive Administrative Assistant at Lifetime Financial Growth, where she supports the firm’s mission of delivering thoughtful, client-centered financial guidance. With a background rooted in credit union...
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Cally Elkin
Investment Client Relationship and Service Associate
Cally serves as an Investment Client Relationship and Service Associate with Lifetime Financial Growth. In this role, she supports Brett Mock in delivering a high level of service to clients while supporting the continued growth of the...
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