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Meet Dan Cronin ChFEBCsm
Founder, Wealth Advisor & Chartered Federal Employee Benefits Consultantsm
Dan Cronin is the Founder of Lifestyle Wealth Management. His mission is to help families creat and optimize a plan for their financial future and identify strategies and investments to help improve retirement readiness.
When working with Dan, his goal is to help break down the often-complex process of long-term care planning and investing into actionable, easy-to-understand steps. Dan is an advisory representative with a Series 66 qualifying registration and is also life insurance licensed. He is fluent in annuities, long-term care strategies, federal employee benefits and socially responsible investing.
Out of the office, Dan enjoys camping, fishing, skiing,snorkeling and playing guitar. He loves spending time with his family, friends, wife Renee and their son Callum.
"An investment in knowledge pays the best interest" -Benjamin Franklin
Meet Ashley Maddox Client Service Specialist
Ashley grauduated with a bachelor’s in finance, with a minor in personal financial planning, in 2020. While new to the finance industry, she pulls experience as a small business owneer and military spouse. Both running a single chair salon and the many jobs that come with being a Navy spouse have taught her how to bring focus to projects when there are multiple moving parts. Ashley learns fast and is ready to jump in as soon as needed. She looks forward to becoming a CFP certified advisor in the future but really enjoys helping advisory firms where they most need it now. She is great with data entry and organizing and is always looking for new ways to better optimize processes for her clients.
Ashley originates from Atlanta, GA but through the Navy has lived all over the world. She, her husband, and their four kids have lived in Italy, Spain, Georgia and are now currently living in Washington State. Having never had a fondness for the outdoors, she is learning to truly love nature, especially without the horrible heat! In her spare time, she is an active artist and enjoys exploring her new home with her family and coaches a local cheer squad. If you can’t find her with her kids, you’ll likely find her cozied up with a book and wine or working on one of her many art projects.
