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Our Qualifications

Jeffrey D. Stewart, CPA/PFS, CFP^R holds a degree of Bachelor of Business Administration from the University of Cincinnati. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and a Certified Financial Planner (CFP^R), and has 25 years experience in helping clients meet their tax and financial goals.

Molly E. Myers, CLU holds a degree of Bachelor of Arts from Xavier University. She is a Chartered Life Underwriter (CLU) and has expertise in the areas of insurance and financial services.

Maureen T. Stewart has been an Advanced Certified QuickBooks Advisor since 1999. In addition, she has 25 years of expertise in the areas of taxation and accounting.

Michael B. Stewart holds degrees of Bachelor of Science in Business Administration from St. Louis University, and a Master of Science in Accounting from the University of Cincinnati. His expertise is in the area of taxation.

IMPORTANT NOTE:

*Jeffrey D. Stewart, CPA/PFS, CFP^Ris a registered representative, registered to transact business with clients in CA, CO, CT, IL, IN, KY, NC, OH, & TX. Jeffrey D. Stewart, CPA/PFS, CFP^Ris also an investment adviser representative licensed in CA, CT, KY, OH, & TX. Jeffrey D. Stewart, CPA/PFS, CFP^R is insurance licensed in the following states OH & KY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.

*Molly E. Myers, CLUis a registered representative, registered to transact business with clients in OH. Molly E. Myers is insurance licensed in OH. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.

Securities offered through H.D. Vest Investment Services^SM, Member SIPC, Advisory Services offered through H.D. Vest Advisory Services^SM, Non-bank subsidiaries of Wells Fargo & Company.

Investments & Insurance Products:

• Are not insured by the FDIC or any federal government agency.

• Are not deposits of or guaranteed by the bank or any bank affiliate.

• May lose Value.

Lifetime Wealth Management, LLC is not a registered broker/dealer or independent investment advisory firm.