We do two things very well: invest for all markets and inspire trust from our clients.
We operate as one unit to ensure that every client we work with can navigate the big moments. We each have our specialty, but we work in concert to ensure you always know where your plan is at. Speaking to one of us is speaking to all of us.
We’re custom-first in how we manage your money.
We’re transparent in all of our communications.
We’re experienced across the lifelong spectrum.
Meet the Team
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 Lopez is the Client Relationship Manager at Lifelong Investments LLC, as well as a licensed Insurance Producer.
Client Relationship Representative
Melissa Bogart is the Client Relationship Representative at Lifelong Investments. In her role she is responsible for building and maintaining relationships with Lifelong's clients which includes everyday client services and...
Vice President, Wealth Management
Brandon Pergola is the Vice President of Wealth Management at Lifelong Investments, LLC. Driven by the desire to help others, he believes that planning isn’t a one-size-fits-all approach and that every individual or business has...