A Family of Financial Professionals

Hilton is a wealth advisor at The LifeWealth Group and a key part of our firm’s leadership and wealth management philosophy. He guides individuals and families through significant, often complex wealth decisions, while aligning our advisors with the planning department to deliver a seamless, well-coordinated and high-end client experience.

Hilton is known for his strategic mindset and creative problem-solving, developing sophisticated, thoughtful solutions that strengthen long-term wealth plans. He works with high net worth individuals to help them pursue confident, purposeful retirements while making a meaningful impact on their families, their communities and the legacy they wish to leave with their wealth.

Hilton has passed the Series 7, Series 63 and Series 65 securities exams and holds Florida 2–15 health and life insurance licenses.

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Josiah Jazwa is an advisor at The LifeWealth Group. As both a Certified Public Accountant (CPA) and a Certified Kingdom Advisor^® (CKA^®), he brings together a strong financial foundation with a values-driven approach. His in-depth knowledge of tax matters, combined with experience in holistic financial planning, debt management and student loan restructuring, helps clients navigate even the most complex areas with clarity. Known for his unwavering commitment, Josiah instills confidence in his clients as he guides them toward achieving their financial goals.

He holds licenses in life, health, annuity, long-term care insurance and securities (Series 7 and 66).

The LifeWealth Group and Josiah Jazwa do not offer tax preparation. We offer tax strategies related to investing and retirement income. Consult your tax advisor regarding your situation.

A former Philadelphia Phillies relief pitcher, Brad began coaching people on their financial game plans while in the bullpen. Today, Brad helps The LifeWealth Group’s clients develop plans to create the wealth they’ve always wanted. Brad is heavily involved with the Estate Planning for our clients in the firm.

In addition to earning a bachelor’s degree in business administration from the University of Central Florida, Brad also earned a Juris Doctorate from the Barry University School of Law. Brad has earned the Certified Financial Planner (CFP^®) designation.

Outside of the office Brad enjoys golfing, traveling, and lazy Sundays with the family by the pool. Brad and his wife, Laurie, have two boys, Jonathan and Parker. They live in the Dr. Phillips area.

CFP Board owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, and CFP^® in the U.S.

Luis Pinto serves as Lead LifeWealth Advisor at The LifeWealth Group, where he provides direction and oversight for the Planning Department. In his role, he works closely with our advisory team to develop detailed, forward-looking strategies designed to bring structure and confidence to each family’s financial life.

Luis approaches planning with discipline and depth. He carefully evaluates income sources, tax considerations, distribution strategies and long-term objectives to help ensure every recommendation is intentional and well-coordinated. His focus is on building plans that are sustainable, organized and aligned with what matters most to the families we serve.

Luis has earned the Certified Retirement Planning Counselor™ (CRPC^®) designation.

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

As a detail-oriented problem solver, Rich enjoys supporting advisors by researching, developing and refining financial plans into clear, actionable strategies for clients. He plays an integral role behind the scenes, helping ensure recommendations are thoughtful, well analyzed and aligned with each family’s goals. Rich values the planning process as much as the outcome and takes pride in the preparation and structure that allow advisors and clients alike to move forward with confidence.

Before joining The LifeWealth Group, Rich was a business professor teaching a range of business topics with a focus in finance and accounting. He has earned the CERTIFIED FINANCIAL PLANNER^® (CFP^®) designation and currently holds the Series 65, bringing a disciplined, fiduciary-focused mindset to the planning process.

Outside of work, Rich enjoys golfing, working out and relaxing by playing video games, watching movies or bingeing a good TV series. He values consistency, preparation and continuous improvement, principles he applies both personally and professionally.

CFP Board owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, and CFP^® in the U.S.

“Having a plan provides the framework for a bright financial future and ultimately helps provide more clarity.”

After watching his own parents struggle with difficult financial decisions, Frank set out to help others avoid those same pitfalls. As a financial advisor, he enjoys building sound financial plans from the ground up and helping families adapt when life takes an unexpected turn. He’s also a financial planning coach for more than 250 advisors, which allows him to indirectly help even more people work toward a brighter future.

Frank studied business management and information systems at Liberty University and has passed the Series 7, 6, 63 and 65 securities exams. He also holds life, annuity and health insurance licenses.

After spending years in New Milford, Connecticut, Frank and his family relocated to Clermont, Florida. He and his wife, Mercy, are proud parents to their four children: Francis, Olivia, Meredith and Luke. Outside of the office, Frank enjoys cheering on his kids at their baseball, softball and soccer games. He also enjoys reading, Bible study and personal development.

Bio coming soon!

Before joining The LifeWealth Group, Gerhard spent 26 years as an attorney in his homeland of South Africa, helping clients become debt-free through debt counseling. Now, he helps clients feel confident and clear during the often-overwhelming estate planning process. Whether he’s offering guidance during a stressful moment or catching a detail that saves someone time and money, Gerhard loves supporting the bigger picture of people’s lives.

“Behind every retirement plan or financial decision is someone’s dream: a family wanting security, a parent hoping to leave a legacy, someone finally feeling free to enjoy the life they’ve worked so hard to build,” Gerhard said. “I wanted to be part of that process.”

Gerhard earned a bachelor’s degree in commerce from the University of Pretoria and a bachelor’s degree in law from the University of South Africa. He has been licensed to practice law in South Africa since 2003. In the past, he served as a board member of The Haven, a nonprofit supporting abused women and children, and once worked as an accountant for Chelsea Football Club in London.

Born in Namibia and raised in South Africa, Gerhard now lives in Orlando, Florida, with his wife, Tania, and their two children, Isle and Ilan. Outside of the office, he enjoys spending quality time with his family and being present for the small moments. To unwind, he reconnects with nature through hiking and deep-sea fishing.

Liam was inspired to pursue a career in financial services by seeing firsthand the impact his family has had on clients’ lives. He enjoys supporting advisors and financial planners while continuing to learn with every case he helps prepare. Liam is driven by the opportunity to make a meaningful difference and values being a part of a team that helps create positive outcomes for people and the community.

Liam is currently pursuing a bachelor’s degree in finance with a minor in wealth management from the University of Central Florida. A lifelong resident of Winter Garden, Florida, Liam feels grateful to work alongside his family each day and to contribute to work that is fulfilling and meaningful. Outside of the office, he enjoys golfing, hunting, working out and cooking. He also loves spending time with his dog, Buckley.

Michelle Bajdas uses her love of data organization and analysis to work closely with families to ensure all paperwork is completed and in proper order, accounts are established, and transfers are processed expediently. She also serves as a contact for updating account beneficiaries.

Michelle received her Bachelor of Science degree in business management from the State University of New York at Fredonia. She joined the financial services industry in 2002 and held a variety of roles before joining The LifeWealth Group, where she can focus on creating customized solutions for our families.

In her free time, Michelle enjoys cooking and spending time with her husband and two sons.

Using his creative and strategic talents, Tim helps connect our clients to the clear guidance and wealth management insights of the LifeWealth Group. He’s looking for what truly drives personal connections and powerful outcomes, especially for those who expect an exceptional standard of service and clarity in their financial life.

With a background as a growth officer and extensive experience in marketing strategy and digital marketing, Tim distills complex ideas into practical, motivational action steps, showing people exactly what’s possible. His marketing and professional skills are rooted in years of self-taught study and mentorship, including guidance and insights from national thought leaders Anthony Robbins and Dan S. Kennedy.

Tim seeks to make a real impact. Whether strengthening the LifeWealth brand or supporting front-line advisors in their mission, he views each campaign as an opportunity to deepen trust with our clients and create real value for those who demand clarity and results.

Tim lives in Sanford and enjoys traveling abroad. He’s fluent in Brazilian Portuguese and also trains extensively in Brazilian jiu-jitsu.

Susan Collins is the Client Development Manager at The LifeWealth Group, where she leads the firm’s front‑end client engagement and public‑facing brand experience, transforming inbound interest into confident first appointments. She is focused on cultivating warm, lasting connections, strengthening the firm’s presence within the community and ensuring every prospect and client experiences The LifeWealth Group’s signature warmth and professionalism.

Susan enjoys traveling domestically and internationally, playing tennis, and spending time with family and friends.

Joella Roberts is our Client Experience Specialist at The LifeWealth Group. She is the charming voice you hear when you call the office and is responsible for ensuring that our families — current and potential — feel welcome and have an exceptional experience with each interaction. Joella is also responsible for helping to schedule Advisor meetings, assisting with all events and managing our families’ touchpoints. Fostering relationships with our families is her primary focus and she enjoys celebrating with them and supporting them in life’s celebrations and challenges.

In her free time, Joella loves to spend time with her family, travel, paint and do anything "crafty". Please contact Joella if you need to schedule a meeting, RSVP for an event or to give feedback on your client experience.

Through her diligent attention to detail and exceptional organizational skills, Lauren has become an invaluable asset to The LifeWealth Group. Lauren spends her day providing crucial administrative support, managing client relations and overseeing document processes. Whatever she does, Lauren makes sure to do it with a smile on her face.

With seven years of customer service experience and two years in project management, along with a bachelor’s degree from the University of Central Florida, Lauren provides essential support to our team.

Away from work, Lauren leads an active life in Winter Garden, Florida. A lover of yoga, running and Pilates, she's constantly on the go. Traveling is another passion of hers, and she's visited nearly all 50 states. At home, she enjoys quality time with her family — her older brother Nick, twin sister Lindsey, and parents, Al and Leslie. When not traveling or practicing yoga, she’s likely teaching tricks to her dog, Winston.

With a knack for blending creativity and strategy to create measurable results, Katie Bostic shapes The LifeWealth Group’s digital presence. Her creativity and passion for achieving goals is central to her role in growing brand awareness and loyalty.

Katie’s experience comes from an extensive background in social media and marketing for several professional sports organizations, including the Indianapolis Indians, Bridgeport Islanders, Columbus Lions and USA Baseball. She earned a bachelor’s degree in sport industry with a minor in economics from The Ohio State University. Her interest in the personal finance industry was what led her to The LifeWealth Group.

Now living in Ocoee, Florida, Katie enjoys traveling, cooking and tackling complex puzzles — she never does a puzzle with less than 1,000 pieces. Despite being a “Dunkin’ loyalist,” she also loves exploring local coffee shops. She also enjoys designing unique T-shirts with her Cricut.