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LifeCycle Tax Advisors and Staff

 
Justin Gates, CTC, CTP, EA, MBA

Justin Gates

Business, Financial, & Tax Advisor

(850) 375-3888

850-407-7834

Justin@LifeCycleWealthManagement.com

Justin is dedicated to crafting proactive tax planning strategies to increase cash flow and minimize tax liability to the full extent of the tax code for his clients!!

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Ankit S.

Ankit S.

Accountant

Ankit has been with Lifecycle Tax and Wealth Management since November 2025, bringing a strong foundation in finance, accounting, and corporate compliance. With hands-on experience in accounting and bookkeeping, Ankit is dedicated to...
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Brentwood G.

Brentwood G.

Senior Tax Preparer

850-332-2430

850-407-7834

Brent@lifecyclewealthmanagement.com

Brentwood has worked with LifeCycle Tax and Wealth Management since October 2021 assisting with small business accounting and tax preparation.Brentwood previously worked in the hospitality industry, where he gained proficiency in...
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Christian L.

Christian L.

Tax Preparer

8504653075

8504077834

c.lanman@lifecyclewealthmanagement.com

Christian joined Lifecycle Tax and Wealth Management in April 2024, bringing her expertise in small business accounting and tax preparations. A graduate of the University of West Florida with a degree in Accounting, she provides...
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Christina G.

Christina G.

Senior Accountant

850-465-3075

850-407-7834

Christina@lifecyclewealthmanagement.com

Christina leads the small business accounting team. She also manages payroll and provides software training and notary services for clients. Christina has been with Lifecycle since 2019. She loves working with new businesses and young...
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Jenna C.

Jenna C.

Executive Admin

850-332-2430

850-407-7834

contact@lifecyclewealthmanagement.com

Jenna joined the LifeCycle team in January 2023 to gain some experience and knowledge in a new career field. She graduated with a bachelor of science degree in marine biology with a minor in psychology, and hopes to use prior...
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Lauren W.

Lauren W.

Tax Preparer

8504653075

8504077834

lauren@lifecyclewealthmanagement.com

Lauren has worked with Lifecycle Tax and Wealth Management since December 2021 assisting with administrative work, small business accounting, and tax preparation. She is currently pursuing a bachelor’s degree in accounting at the...
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Vaishali P.

Vaishali P.

Accountant

Vaishali has been with Lifecycle Tax and Wealth Management since July 2025, bringing her expertise in handling small business accounting clients. With a Master’s degree in Accounting & Finance and diverse experience across multiple...
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