Meet the Team
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.
DLAK Wealth Advisors
Dana Klepacz
Executive Assistant to Managing Partners Matt Ringle and Jason Phipps
Lifetime Financial
George E. Kavalauskas, Jr, CLU
Business Partner LFG
George graduated from the University of Cincinnati, where he earned an athletic scholarship for the sport of springboard diving. Through athletics, he developed and refined his character and core values. Teamwork, encouragement, and...
Orange Financial
Bradley T. Cunningham
Business Partner
brad_cunningham@lifetimefinancialgrowth.com
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.