Life Management Advisors Inc. is made up of a team of professionals who have your best interest in mind.
Heather Bayfield is the founder and President of Life Management Advisors. Heather worked as a Trust Officer for SunTrust Bank in Ponte Vedra Beach and has been responsible for the administration of personal trust accounts, charitable trusts, estates, investment management accounts, IRAs, guardianships, perpetual care trusts and foundations. She graduated from Florida Graduate Trust School and earned the designation of Certified Trust and Financial Advisor in 2001. Prior to joining SunTrust she was a financial consultant with Merrill Lynch where she earned Series 7, 63, 65 and Insurance licenses. Heather also completed training as a Guardian Advocate in 2008. Heather is an honors graduate from Sweet Briar College in Virginia. She and her husband, Russell, have two boys, Michael and Matthew. Outside her duties with Life Management Advisors, Heather enjoys tennis, skiing and scuba diving with her family.
Donna Thorland, Client Advisor, Donna brings over 17 years of experience in personal trust administration. She is originally from the Chicagoland area where she began her career as a trust officer at a small community bank in Oak Park, Illinois. After several years with that bank, she moved on to help develop a trust department for another community bank which later became Harris Bank Palatine. Most recently, Donna worked as the Senior Trust Officer and Liaison with clients, families, professionals and charities at a privately held wealth management trust company in Ponte Vedra Beach. Donna has a Bachelor of Arts Degree in Business Administration from Flagler College, completed the Cannon Financial Institute Personal Trust School and the College for Financial Planning Certified Financial Planner Curriculum. Donna lives in St. Augustine with her 2 teenage boys, Thomas and Sam. She is an avid runner and reader, she volunteers at church and local charities, and loves to go to the beach with her family.
Katherine Auchter, Client Advisor for Care Management Advisors, has been serving the care and companion needs of individuals and families in professional and volunteer roles for close to three decades. Raised in Minnesota, Katherine realized her love of seniors and disabled citizens from an early age. As a graduate of Sweet Briar College with a B.A. in Sociology, serving those in her community and church with a nurturing, compassionate and dedicated touch, Katherine has followed her calling in becoming a Client Advisor. Moving to the Jacksonville area in 1994, Katherine spent the early part of her career in the insurance industry and continues to do foundation/philanthropic work, holding board positions and honing administrative and managerial skills with discernment and dedication to her client's needs. Katherine is a member of the Florida Council on Aging. Married to her best friend David and the proud parent of three children, Anna, Julia and George, Katherine spends her free time loving her many pets, tending to her Ponte Vedra Beach garden, reading scripture and writing.
Mark W. Ross
Mark W. Ross has been involved with Life Management Advisors since inception in 2003. Prior to that he was a Vice President and Financial Advisor with Merrill Lynch Wealth Management where he earned and maintained licenses including Series 7, 63, 65 and Health, Life &amop; Variable Annuity Insurance License. In 1999, Mark attained the Certified Financial Manager designation at Merrill Lynch where his duties included wealth management and preservation of high net worth individuals. He has extensive experience in portfolio management, trust services and real estate asset management. In addition to his experience in the financial services and asset management, he has also owned and operated a nursing and health care staffing agency in Jacksonville, Florida. Mark currently resides in Amelia Island.
HEADQUARTERS: 830-13 A1A North #262, Ponte Vedra Beach, FL 32082, Phone: 904-803-3235, Fax: 904-473-5905