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

Leadership Team

Ian Grove

Ian Grove

President

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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Jon LaCasse

Jon LaCasse

Executive Director

Jon ran branch locations for a division of Citi Group for 10 years. He has 35 years of experience helping serve business owners.

Jon enjoys spending time with his wife and children, and still plays “old mans” hockey in his spare time.

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Anthony Amatore

Anthony Amatore

Chief Tax Strategist

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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Tommy Brown

Tommy Brown, EA, USTCP

Sr. Tax Strategist, Resolution Specialist

After serving in the US Army, Tommy graduated from Southern Illinois University Edwardsville with a Bachelor of Accountancy. In 2006, Tommy became an Enrolled Agent to practice before the IRS and focused as a Certified Tax Resolution Specialist. Tommy has also made proactive tax planning part of his career as a Certified Tax Coach. In 2018 he passed the US Tax Court Bar Exam, becoming one of the very few non-attorneys allowed to practice before the US Tax Court.

In his spare time, he coaches Ice Hockey at McKendree University, loves playing golf, triathlon races (Completing 2 Ironman), traveling, and SCUBA Diving.

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Chad Reineke

Chad Reineke

Sr. VP Client Coordinator

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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Jeff Mohlman

Jeff Mohlman

Director of Business Development

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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Corey Tamson

Corey Tansom

Business Development Manager

Corey is uniquely qualified to support the agents with their clients and the clients he serves because of his professional experience as a former business owner and entrepreneur.

In 1997, Corey took $50k in equity out of his home for a down payment to purchase a small business with $230k in revenue and just three employees. Over the next 18 years, Corey grew it to 110 employees and 21 million in revenue and successfully exited in 2014. Along his journey, he dealt with many, if not all the issues seen by an owner. His payroll ran $230k every two weeks and he understands the importance cash flow has to the organization among the many other things that keep the business owner up at night.

To say he understands the value that LifeTime Advisors ERTC program brings to business owners is an understatement and he stresses to his clients that this earmarked government pool of recovery money is not unlimited, and time is of the essence to claim it. This recovery has the potential to change your business and the employees that have helped you along the way.

Corey understands the concerns business owners have about the confusion in the program and the frustration they have with the lack of clarity from their trusted account advisors. Corey often asked clients "When was the last time your account called you with a tax strategy?" Well, that may not be part of their business model, but it is our model at Lifetime Advisors. Listen to Coreys podcast with John Warrillow, founder of Built to Sell Radio.

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Doug Gates

Doug Gates

ERC Program Director

Doug Gates has over 26 years in Project Management and Logistics.

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Sherri LaCasse

Sherri LaCasse

Sales Manager

Sherri LaCasse has 35 plus years experience in sales and construction.

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Pat Malone

Pat Malone

Office Director

Pat Malone has a Mini-Master’s Degree in project management from St. Thomas University, in Minneapolis, MN.

She has 28 years of corporate finance experience, including audit, cash management, and various process improvement projects.

In my spare time, she likes to wonder what it would be like to have spare time.

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Tony Mohlman

Tony Mohlman

Operations Manager
Tony has 25 years of experience in business and finance. He attended UW Platteville where he studied Finance/Accounting.
 
Tony has hosted 19 foreign-exchange students from Europe and enjoys watching their dreams come true.
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Lianne Jernigan

Lianne Jernigan

Hawaiian Islands Operations Manager

Born and raised in West Oahu, Lianne Jernigan attended college and graduated Magma Cum Laude in Business Management.

Lianne has been in the financial industry since 2010. Her passion for education and helping others drives her in working with clients to make better financial decisions for themselves and their families.

Lianne is married with three children, and actively volunteers with her church.

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Operations Team

Karen LaCasse

Karen LaCasse

Director of Operations
Stacey Doege

Stacey Doege

Client Coordinator
Peyton LaCasse

Peyton LaCasse

Client Consultant
Linda Hart

Linda Hart

Sales Support
Yolima Baron

Yolima Baron

Executive Assistant
Anna LaCasse

Anna Chase

Administrative Assistant
Barb Crandall

Barb Crandall

Administrative Assistant
Michelle Engel

Michelle Engel

Administrative Assistant
Cameron LaCasse

Cameron LaCasse

Administrative Assistant
Suzie Muldowney

Suzie Muldowney

Administrative Assistant
Jodi Kyne

Jodi Kyne

Administrative Assistant
Danielle Norden

Danielle Norden

Technical Writer
Tyler Hudson

Tyler Hudson

Technical Writer