Meet the Lifelong Investments LLC team, based in New Jersey:
Brad Katz, CWS®, AIF® is the founder of Lifelong Investments LLC and is a Registered Principal with First Allied Securities with more than 20 years of experience in the financial services industry.
Client Relationship Manager
Dayana Moya is the Client Relationship Manager at Lifelong Investments LLC, as well as a licensed Insurance Producer.
Alixa Lamboy is the Office Manager at Lifelong Investments, working closely with the financial planning team. Alixa started with Lifelong as an Executive Assistant in August, 2018.