Cavanna Stone
Kevin M. Cavanna, MBA, CFP®
Founder & CEO | Wealth Management Consultant
When I work with clients, my goal is simple: help them make informed financial decisions so they can move into retirement with confidence and focus on what matters most.My interest in financial planning began at an early age. Growing...
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Lisa Willman, MBA, FPQP™
Client Services Manager, Financial Paraplanner Qualified Professional™
I serve as Client Services Manager at Cavanna Stone Retirement Wealth Management, where I work closely with clients and support the day-to-day operations of the practice. My goal is to help ensure every client has a positive experience...
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Investment Research Team at Good Life
Noah Brooks, CMT, CIMP®
Director of Investments, Chief Market Strategist
I serve as Director of Investments, where I oversee investment strategy, portfolio construction, and the ongoing management of the Wealth Allocation Models (WAM). My focus is developing disciplined investment solutions designed to help...
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Chris Needs
Senior Research Analyst
I serve as Senior Research Analyst, where I focus on investment research, portfolio analysis, and ongoing due diligence. My role is centered on evaluating investment opportunities, monitoring market trends, and helping support the...
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