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LifeCycle Tax Advisors and Staff

 

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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Brentwood Garner

Small Business Accounting/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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Christina Gates

Small Business Accounting Senior

850-465-3075

850-407-7834

Christina@lifecyclewealthmanagement.com

Christina has worked with LifeCycle Tax and Wealth Management since January 2019, coming on to assist with small business accounting, payroll, and office management. She has her Quickbooks Online Certification and is studying for her...

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Jane Pritchett

Small Business Accounting Specialist

850-332-2430

850-407-7834

Jane@lifecyclewealthmanagement.com

Jane came onboard the LifeCycle Team in January 2021 to assist with small business accounting.  She has owned her own tour management business and is presently part owner of a family business.  This insight gives her the hands-on knowledge

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Jenna Cook

Administrative Assistant

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 Werley

Small Business Accounting Specialist

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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Madelyn Giberson

Administrative Assistant

8504653075

8504077834

admin@lifecyclewealthmanagement.com

Madelyn has worked with Lifecycle Tax Advisors since November of 2022. She graduated from the University of West Florida in May of 2022 with a Bachelors in Arts Administration. When she’s not at work you can find her in the gym...

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