Meet the Team

“Great things in business are never done by one person. They’re done by a team of people.”

Steve Jobs

We believe you are best served by a team of qualified professionals who take the time to understand your unique circumstances, values, and goals. Our advisory teams, each led by a partner of the firm, bring their collective experience, knowledge, and technical competence together to help you design and implement your LifePlan.

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David “Zak” Lutz, CFP®, RLP®, CKA®

Partner | Chief Compliance Officer | Senior Financial & Life Advisor

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Brien Lasse, CFP®, RLP®, CKA®

Partner | Senior Financial & Life Advisor

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Derek Mosley, CFP®, CKA®

Partner | Lead Financial Advisor

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Matt Hess, CFP®, CKA®

Partner | Lead Financial Advisor

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Jordyn Crosbie

Operations & Compliance Associate

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Zak and his team at LifeGuide are like no other financial advisor group. They stay in communication with you, always available to answer any questions or walk with you through life situations. It is so reassuring to know I have a team of experts to help me reach my retirement goals.— SherryAs posted in Sherry's Google Review

The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.

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