Lifetime Financial is a boutique financial planning service for non-profit professionals that want expert financial answers about retirement, college planning, investing, and insurance. Lifetime Financial helps you build the financial support to lead your best life.
Lifetime Financial LLC
7000 Carroll Ave Ste 201A
Takoma Park MD 20912
202-350-1515
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David brings over two decades of experience managing the complex budgeting, planning, investment, and technology of major nonprofits like Corporation for Public Broadcasting, Internews, and Council on Foreign Relations.
Now he’s offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others.
David is a Certified Financial Planner, registered investment advisor and studied finance and investing at Johns Hopkins University. He is a member of XY Planning Network, Fee-Only Planning Network and the National Association of Personal Financial Advisors, all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks. Learn more about David's priorities, the company's values, and his commitment to clients.
David is a member of the President's Leadership Council at Search for Common Ground--an experienced group of global business executives, philanthropists, and thought leaders who advise the Board of Directors, the President, and the Executive Leadership Team on issues arising in connection with the challenges and opportunities of their life-saving peacebuilding work.
David is a 20+ year resident of Takoma Park and has raised his two (now adult) daughters in this amazing community. David enjoys travelling the world, working on his ornamental garden, and spending time with his partner (in-life and in-work) Alishia and their pup Stevie.
Alishia has dedicated her life’s work to issues impacting the aging population as a nonprofit senior leader overseeing national programs and initiatives. She joined her partner David Creekmore at Lifetime Financial to bring her expertise on issues impacting our lives as we age, deepening our holistic approach to financial planning.
Before joining Lifetime Financial, Alishia served as the Chief Strategy Officer for the Coalition to Transform Advanced Care and as a Senior Vice President at LeadingAge – both leading organizations working to improve the lives of older adults. Alishia has an M.S. in Health and Social Innovation from the University of Maryland, is a Certified Senior Advisor® and is licensed investment advisor representative in Maryland.
Alishia serves as a volunteer for a local hospice and a food delivery service for people experiencing serious illness. Alishia enjoys cooking, watching early 20th century films, scooting around in her electric Vespa—and, of course, sharing her life and work with her amazing partner David and their beloved sidekick Stevie.
Liz has a diverse background in technical writing, project coordination, and client management, she brings an unmatched level of organization and efficiency to any project.
Her passion lies in helping others make a difference in the world, which is why she's particularly excited to work with Lifetime Financial's clients who share a commitment to making the world a better place.
Liz's dedication extends beyond the professional realm. When she's not working, you'll find her exploring new cultures or fostering adorable pups with her local dog rescue. This unwavering commitment to giving back translates directly into her work ethic. You can expect the same level of compassion and dedication in the work she does for our clients.
Stevie is a key member of the Lifetime Financial team. She began her career as the barketing intern, but quickly advanced due to her natural magnetism and good manners. She pawticipates the firm’s work-life balance initiative helping staff reduce stress one cuddle at a time. And yet, she still finds time to work hard and play fetch harder…and then pass out under the desk.
Stevie hopes to become a furnancial advisor like her dad one day.
