Meet the Guardians
We are the Lifestyle Guardians.
We believe in a collaborative approach to develop comprehensive wealth management plans for each client.
We look forward to meeting you and helping you achieve your financial goals as your Trusted Family Advisors.
As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates...
Co-founder Sherri Kitzberger, CDFA™, brings over 20 years of insurance and finance experience to the firm. She was previously the Founder and President of Fairmount Financial Group,