Company Profile
Lifestyle Retirement Company is a unique employee
benefits consulting firm providing specialized custom
retirement plans and services. Lifestyle Retirement Company
assists employers in the design, implementation,
administration and communication of a wide range of
retirement plans. We are committed to providing these
services to our clients in a timely, accurate and
cost-effective manner.
Our benefit professionals are dedicated to helping
employers implement retirement plans that promote corporate
goals and objectives, control costs and give employees a
sense of security.
Lifestyle Retirement Company takes the confusion out of
plan administration duties and decision making by providing
our clients with the consulting and technical expertise they
need. We are committed to maintaining effective
state-of-the-art computer systems and applications for
administrative procedures which permits us to process our
clients work more efficiently and ensures the highest
standards of quality.
We are small enough to provide personalized service to
companies with only a few employees, yet sophisticated
enough to also support companies with thousands of
employees.
Lifestyle Retirement Company is headquartered in central
Pennsylvania with clients in Pennsylvania, New Jersey and
Maryland. Our clients form a wide range of industries,
including manufacturing, banking, construction and medical
groups.
Our People
Lifestyle Retirement Company’s greatest resource is its
team of experienced professionals. Our clients are served by
employees who have professional qualifications and whose
backgrounds include many years of experience in the pension
and retirement field. They are committed to providing our
clients with friendly, courteous and responsive personalized
service of superior quality.
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Lisa S. Weaver, CPA, JD
President
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Lisa is the cofounder of Lifestyle Retirement
Company. A graduate of The Pennsylvania State University
with a B.S. Degree in Accounting, Lisa is also a
Certified Public Accountant. She holds a law degree from
Southwestern University School of Law in Los Angeles and
a Masters of Law in Tax from Georgetown Law Center. Ms.
Weaver has years of experience in retirement consulting
and planning services, employee benefits and compliance
issues. She is also an adjunct instructor in the Smeal
College of Business at The Pennsylvania State
University.
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Robert E. Fleck, CPA/PFS, CFP®
Vice President
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Bob has been involved in the financial services
industry since 1969. The areas of practice that Bob has
focused on include estate, trust and retirement
planning, investment sales, implementation of life
insurance policies including long term care products and
tax planning. Bob has a Bachelor’s degree in Accounting
from The Pennsylvania State University. He holds these
designations: (CPA) Certified Public Accountant, (PFS)
Personal Financial Specialist and (CFP®) Certified
Financial Planner. He holds Series 7, 63 & 65 licenses
and is an IAR (Investment Advisor Representative) of
1717 Capital Management Company, a Nationwide Financial
company.
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Susan W. Kaltenbaugh, QPA, QKA
Retirement Plan Analyst |
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Susan is a graduate of
the California University of Pennsylvania with a B.S.
ED, Special Education. She has over fifteen years of
experience with administration of 401(k) plans, many of
which possess a New Comparability Profit Sharing
Allocation provision and 401(k) Safe Harbor provisions.
She is also experienced in Compliance testing, Form 5500
preparation, and plan design consulting. She holds an
insurance license in Maryland.
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Jodi L. Reish, QKA
Retirement Plan Analyst |
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Jodi has over ten years
of experience in the pension industry specializing in
the drafting and amending of qualified plan documents,
plan terminations, IRS submissions and negotiations. She
is currently pursuing a Qualified Pension Administration
(QPA) designation from the American Society of Pension
Professionals and Actuaries (ASPPA). Ms. Reish is a
graduate of South Hills Business and Technology School
with an A.S.B. in Administrative/Legal Secretarial.
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Lori A. Carozzoni
Investment Analyst |
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Lori spent eight years as an
investment advisor to high net worth individuals, most
recently serving as a financial consultant at Merrill
Lynch. Her experience covers the entire range of
accounting and financial functions, with special
emphasis on retirement, investment and tax planning.
Lori has a Bachelor’s degree in accounting from Elmira
College, New York. She holds Series 7 & 66 licenses and
is an IAR (Investment Advisor Representative) of 1717
Capital Management Company, a Nationwide Financial
company.
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Tracey J. Childers, CFP®
Investment Analyst
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Tracey’s experience covers, but is not limited to,
business planning, tax planning, retirement planning and
financial planning as well as investment securities.
Tracey has a Bachelor’s degree in accounting from The
Pennsylvania State University. Tracey also holds the
designation of (CFP®) Certified Financial Planner. She
is currently enrolled in the American College to obtain
her CLU & ChFC designations. She holds Series 7, 63 & 65
licenses and is an IAR (Investment Advisor
Representative) of 1717 Capital Management Company, a
Nationwide Financial company.
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Janis A. Fleck
Bookkeeper |
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Jan serves as receptionist along
with assuming billing, accounts receivable and accounts
payable services. Jan has a Bachelor’s degree in
Biology Education from The Pennsylvania State University
and a Masters of Education from the University of
Pittsburgh.
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Paulette H. Wernecke
Insurance Specialist |
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Paulette submits insurance
applications and contacts underwriters to follow-up on
outstanding requirements. In addition to handling
insurance issues, she is our Notary Public.
Paulette holds an insurance license for life and fixed
annuities.
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