Broker Check

211 W. Edgewood Drive
Friendswood, TX 77546

Lifestyle Financial Advisors, Inc.

(281) 992-9220

 

Team Members

Terri L. Singleton

Client Liaison and Operations

Terri joined the LSFA team in 2014 after 12 years in the banking industry. Terri uses her background in Training to not only help build client relationships but also to help the advisors prepare for client meetings. When not at the...

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Cindy L. Godinich

Executive Assistant

Cindy joined the LSFA team in 2013 after working for the Liberty ISD for over 16 years as a Principal Secretary. Originally born and raised in Galveston, she received her degree in business while working at a large insurance company....

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Sarah H. Farmer

Client Liaison

A Dallas native, Sarah Farmer came to Deer Park in 2011. She lived in Idaho for four years while attending Brigham Young University-Idaho where she graduated in Communications with a Business Minor in 2009. Upon graduating her husband...

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Rachel Pate

Client Liaison

Santa Fe native Rachel Pate joined the Lifestyle Financial team in 2016. She uses her background in banking and client relations to help meet all of her clients needs. She spends her day to day, making sure that we're doing everything...

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Lisa Maza

Client Liaison

Lisa joined the LSFA team in April 2017. She has over 20 years of experience as an Assistant to Financial Advisors. She is a Galveston BOI and now resides in La Marque with her husband. She has 3 adult children and grandmother to 9....

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Julie Zarate

Client Liaison

Julie is a native Houstonian now residing in Deer Park.  She joined the LSFA team in 2019 after serving 27 years in the legal field as an Administrative Assistant.  Julie attended San Jacinto College majoring in ...

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Jamie Staggs

Client Liaison

Jamie is originally from League City, Texas and now lives in Houston. She completed a summer internship at LSFA in 2018 and joined the team full-time in 2019 upon graduation. She graduated from Texas A&M ...

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Patricia Russo

HR Coordinator

Patricia is the Accounting & HR Coordinator for Lifestyle Financial Advisors.

With over many years of experience in public accounting working in CPA office, she came from the private sector...

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