Our Team is passionate about helping you achieve your financial goals. We are good listeners, collaborators, and creative thinkers. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come.
Michael is the founder and the financial expert. After graduating from Villanova University in 1986 (Go Wildcats!) he worked the institutional side of finance for 20 years....
Away from work, Michael can more often than not be found on the golf course, cruising the Indian River Bay on his boat or at a Villanova Basketball game. He also enjoys time with his wife Stacie, and three children Padraig, Claire and Brighid.
DIRECTOR OF OPERTIONS
Ashlie works remotely from Concord, NC. Her work includes supporting back office operations, updating and managing financial plans, and 401K and insurance support management. Prior to working for LWS, Ashlie was Michael's Senior Sales Coordinator with AIG SunAmerica for 8 years and the Owner/Sr. Sales Coordinator of Executive Specialty Planners.
Outside of work, Ashlie enjoys Crossfit, being outdoors and spending time her husband, two children, two grandchildren and assisting with several outreach opportunities through her church.
Michelle works remotely from Murfreesboro TN. She has been doing Administration/Marketing for clients nationwide for the past 6 years. Here at Loftus Wealth Strategies, in addition to handling all administrative duties, she is the go to person for insurance. She is the mother to two wonderful kids, Nora who is 5, and Jack who is 1. In her spare time she loves being with Chase, her husband of 10 years, and her 2 beautiful kids.
We are currently seeking a dedicated Director of Marketing to lead the strategy and execution of our marketing efforts. Position is 32 hours a week and requires that you be proficient in Adobe Suite, Apple software and Social Media Marketing and Campaign building. Knowledge of Wix and the Google Suite is preferred.
Please email resumes to firstname.lastname@example.org.