About Lifetime Advisors

About Our Team

Our diverse team of planning professionals at Lifetime Advisors has decades of experience in their individual fields. We came together to fill a gap in the market that has generally been underserved or priced out of the support the larger accounting firms can provide. 

 

The Internal Revenue Code rewards business owners. Our sophisticated team of advisors allow the clients we serve to do what they do best, while providing peace of mind, knowing they are adequately positioned and protected from unintentional over taxation.

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A Shared Philosophy

We place our clients' interest ahead of our own and provide service to our country's risk takers and job makers.

Our Team

Managing Partners

Jon LaCasse

Jon LaCasse

Chief Executive Officer, Owner

Jon LaCasse is a seasoned business executive with over 35 years of experience serving business owners.

He is currently the Chief Executive Officer of Lifetime Advisors, a leading advisory firm specializing in strategic proactive tax planning and advanced tax credits for businesses and high net worth individuals.

Prior to joining Lifetime Advisors, Jon spent a decade running branch locations for a division of Citigroup, where he honed his skills in financial planning and management.

He has also held various leadership positions in the financial services industry, including serving as President of Business Development for a leading insurance agency.

Throughout his career, Jon has demonstrated a deep commitment to helping business owners achieve their financial goals and navigate complex financial landscapes. He is known for his strategic thinking, analytical skills, and ability to build lasting relationships with clients.

Outside of work, Jon enjoys spending time with his wife and children, and is an avid hockey player, often participating in recreational leagues as part of his active lifestyle.

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Ian Grove

Ian Grove

Director of Advanced Planning, Owner

Ian’s professional career began in private banking in 1999, eventually progressed into a regional operations management role with oversight on the national largest unit volume production team of retail housing finance.

He’s been fortunate to have been mentored by some of the nations most sophisticated planning teams and brings that advanced hands-on experience to the specialty accounting field. With a diverse financial service and lending background, he adds a high-level coordinated & objective approach to our teams’ mission.   

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Anthony Amatore

Anthony Amatore

Director of Tax Strategies, Owner

Anthony Amatore is a graduate of Youngstown State University. He is an Accountant, Certified Tax Coach, Tax Practitioner, and Pro-Active Planner. Anthony has been practicing in all 50 states and Puerto Rico for the past 35 years.

Anthony and his wife Traci have been married for 32 years, have three children, and work and reside in Sarasota, Florida. He and his wife are very active in their community, supporting various endeavors for their children and numerous charities, as well as his alma mater, Youngstown State University. 

Anthony is a past three-term President of the Board of Directors of Shepard of the Valley Nursing Homes, has sat on the board of a Medical School in Northeastern Ohio, and is a member of the Youngstown-Warren Regional Chamber of Commerce and The National Association of National Tax Preparers. He currently sits on the Board of Directors of The American Institute of Certified Tax Practitioners, a national think tank for proactive tax planners. 

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Jeff Mohlman

Jeff Mohlman

Director of Marketing, Owner

Jeffrey Mohlman is a 1997 graduate of the University of Wisconsin-Platteville. He is the Director of Business Development at Lifetime Advisors.

Jeffrey is a Certified Tax Specialist, a Certified Estate and Trust Specialist, and a Certified Divorce Financial Analyst Professional with more than 21 years of experience. He is the founder and co-owner of Estate Plan Documents.

Outside of the workplace, Jeff is heavily involved in community development. He gives back to his community serving as a high school basketball coach for a program he started in 2006 that has helped more than 15 players earn scholarships to play at the college level. 

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Mark E. Czuchry

Mark E. Czuchry

General Counsel,
Owner

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Mark E. Czuchry, Esq., (zook ree) is a highly experienced attorney with over 24 years of leadership roles in the insurance and financial services industry. He has served as a branch office manager, OSJ, Vice President, Chief Compliance Officer, corporate and General Counsel, giving him a deep understanding of the complexities of the financial industry.

In 2008, Mark launched Czuchry Law Firm, LLC to provide legal representation to financial professionals, broker dealers, and investment advisers in corporate, employment, finance, and regulatory matters. He has been recognized for his ability to solve complex legal problems, earning him the reputation of a "fixer" among his clients. Mark has successfully represented clients in private party civil lawsuits, regulatory examinations, inquiries, investigations, and enforcement actions involving the SEC, FINRA, and multiple states’ departments of commerce and securities.

Mark earned his Juris Doctor degree, cum laude, in 1999 from the University of Minnesota Law School, where he was the overall winner and a best brief finalist in the law school’s Maynard Pirsig Moot Court Competition. He was admitted to the Minnesota bar in October 1999 and is an active member of the Minnesota State Bar Association, the Public Investors Arbitration Bar Association (“PIABA”), and Wealth Counsel, an estate planning and business consultation organization.

Mark and his family have been residents of Victoria, MN since 2005. In his free time, he enjoys spending time with his family, outdoor activities, and volunteering in the community.

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Leadership

Stacy Caslow

Stacy Caslow

Chief Operating Officer

Stacy is passionate about helping other business owners take their success to the next level. Knowing first-hand the ebbs and flows of starting a completely new career path, Stacy is on a mission to help budding as well as established businesses and owners by giving them the tools they need to set actionable goals that directly impact the company’s bottom line, grow work/life balance and create abundance in all areas of the business and more.

With more than two decades of business experience under her belt, Stacy is able to take a unique 360-degree approach with her teachings. Having seen all sides of the fence from the perspectives of the business owner, key stakeholders and the end-user, she’s able to share invaluable insight and provide incredible strategies that lay the foundation for maintaining efficient operations and steady growth to businesses big and small.

In her free time, Stacy enjoys spending time with Brett, her loving husband, their family and friends, entertaining, traveling, cooking and caring for those around her in a multitude of ways. Being of Service is a core value for Stacy and she believes that every interaction big or small is a divine opportunity to put that belief into action. Having a philosophy of constant and never ending self improvement Stacy invests time and money in personal development and encourages her clients to do the same.

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Meet Our Team of Advisors

Michael Hallock Jr.

Mike Hallock

Corporate Counsel,
Attorney

As Corporate Counsel, Mike brings a wealth of experience to Lifetime Advisors, gained from both public and private industry. He was responsible for the management and execution of a $32B acquisition portfolio, while providing compliance and regulatory guidance to customers. In private industry, Mike maintains a successful law practice focused on consumer finance and debt. He takes pride in leveraging his breadth and depth of knowledge to benefit our clients by helping them recognize flexibilities in the Tax Code, and by providing a path to “Yes” to achieve their goals.

Born and raised in the Midwest, Mike was admitted to practice law in Ohio in 2009. He has held numerous leadership roles in his career, and prides himself on exploring new areas of the law for the benefit of his clients.

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Chad Reineke

Chad Reineke

Senior VP of Advanced Planning

Chad is a 2005 graduate of Miami University (OH) where he was a member of the baseball team. After college, Chad was selected in the 13th round of the MLB Draft by the Houston Astros. During his 10 year professional baseball career he was a member of the Astros, Padres, A's, and Reds organizations. At the end of his playing career, Chad received his MBA and entered the financial services industry as an advisor in 2014.  

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Mark Walker

Mark Walker

Director,
CPA Firm

Mark is a Certified Public Accountant with over 40 years of tax and investment experience, primarily with HNW clients. While still a student at Pace University, he was recruited into an HNW tax pilot program at Coopers and Lybrand (now Price Waterhouse Coopers LLP). Subsequently, he worked in various HNW tax programs including Rockefeller and Company, the current Rockefeller Capital Management, before he was recruited to financial services.

Mark was a Managing Director at Citigroup Global Markets Inc for 19 years, moving to Morgan Stanley where he worked in discretionary and non-discretionary advisory programs before making an intra-firm move to Graystone, the institutional arm of the firm. He currently holds Series 27 and Series 66 licenses.

Mark has a BBA in Public Accounting from Pace University and an MBA in Finance from Fordham University. He is married 35 years to his wife Eileen, has four adult children, and currently lives in Pearl River, NY.

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Meet Our Team of Advisors

Michael Hallock Jr.

Mike Hallock

Corporate Counsel, Attorney

As General Counsel, Mike brings a wealth of experience to Lifetime Advisors, gained from both public and private industry. He was responsible for the management and execution of a $32B acquisition portfolio, while providing compliance and regulatory guidance to customers. In private industry, Mike maintains a successful law practice focused on consumer finance and debt. He takes pride in leveraging his breadth and depth of knowledge to benefit our clients by helping them recognize flexibilities in the Tax Code, and by providing a path to “Yes” to achieve their goals.

Born and raised in the Midwest, Mike was admitted to practice law in Ohio in 2009. He has held numerous leadership roles in his career, and prides himself on exploring new areas of the law for the benefit of his clients.

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Chad Reineke

Chad Reineke

Sr. VP of Advanced Planning

Chad is a 2005 graduate of Miami University (OH) where he was a member of the baseball team. After college, Chad was selected in the 13th round of the MLB Draft by the Houston Astros. During his 10 year professional baseball career he was a member of the Astros, Padres, A's, and Reds organizations. At the end of his playing career, Chad received his MBA and entered the financial services industry as an advisor in 2014.  

Read Bio
Mark Walker

Mark Walker

Director, CPA Firm

Mark is a Certified Public Accountant with over 40 years of tax and investment experience, primarily with HNW clients. While still a student at Pace University, he was recruited into an HNW tax pilot program at Coopers and Lybrand (now Price Waterhouse Coopers LLP). Subsequently, he worked in various HNW tax programs including Rockefeller and Company, the current Rockefeller Capital Management, before he was recruited to financial services.

Mark was a Managing Director at Citigroup Global Markets Inc for 19 years, moving to Morgan Stanley where he worked in discretionary and non-discretionary advisory programs before making an intra-firm move to Graystone, the institutional arm of the firm. He currently holds Series 27 and Series 66 licenses.

Mark has a BBA in Public Accounting from Pace University and an MBA in Finance from Fordham University. He is married 35 years to his wife Eileen, has four adult children, and currently lives in Pearl River, NY.

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Executive Administration

courtney leseman

Courtney Leseman

Executive Assistant
lisa williams

Lisa Williams

Executive Assistant

Operations Team

Ben Randall

Ben Randall

Operations Director
Tony Mohlman

Tony Mohlman

Processing Team Lead
Pat Malone

Pat Malone

Processing Team Lead
Doug Gates

Doug Gates

Processing Team
Suzie Muldowney

Suzie Muldowney

Processing Team
Michelle Engel

Michelle Engel

Processing Team
Barb Crandall

Barb Crandall

Agent Support
Cameron LaCasse

Cameron LaCasse

Agent Support