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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Executive Administration

Business Advisor

courtney leseman

Courtney Leseman

Executive Assistant
Lisa Williams

Lisa Williams

Executive Assistant

Business Advisor

michael hallock

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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Operations Team

Ben_R

Ben Randall

Operations Director
Cameron LaCasse

Cameron LaCasse

Agent Support