Who We Are
Carolyn T. Walder, CFP®
Carolyn Walder is the President of Lifetime Wealth Planning and Management, LLC, and is primarily responsible for the development of investment policy and portfolio management. Carolyn honed her financial planning and investment management skills as an associate of Bernhardt Wealth Management, Inc., for six years prior to founding Lifetime Wealth Planning and Management, LLC, in 2004. Read more.
Diana J. Batchelor, CFP®, CPA, PFS, MBA
Diana Batchelor serves as the Chief Executive Officer of Lifetime Wealth Planning and Management, LLC. First and foremost, Diana is responsible for developing and implementing Lifetime Wealth’s strategic business concepts and systems. Diana is a Certified Public Accountant (CPA) and has an established presence in the business arena, based on a solid foundation of more than twenty-five years of dedicated and exemplary professional experience. Read more.
Liz G. Gillette, CFP®
Liz Gillette, Associate Financial Planner for Lifetime Wealth Planning and Management, LLC, has a passion for changing lives through financial planning and education. Read more.
Tonya Mason Branch
Tonya Mason Branch is the Client Service Coordinator for Lifetime Wealth Planning and Management, LLC, and brings 15 years of customer service experience and a wealth of care-giving strategies to ensure a feeling of openness, honesty, and belonging to all. In her previous role as Business Manager for a public education system, Tonya was responsible for the daily operations of the entire school and often the first friendly face for parents, students, and other stakeholders. Tonya now serves as the expert in providing an exceptional client experience every time a client walks through the door of Lifetime Wealth. Read more.
Amy B. Thompson
Amy Thompson is the Special Projects Coordinator at Lifetime Wealth. Amy earned a bachelor’s degree in International Studies from George Mason University, and she has completed postgraduate course work in computer science and information technology. Amy’s twenty-plus years as a professional editor are helpful to LWPM in producing documentation and other means of communication. Read more.