Financial Planning For A Stable Future

Financial Advising for Federal Employees in Hawaii

Meet Your Dedicated Team

Dan Cronin is the Founder of Lifestyle Wealth Management. His mission is to help families create 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. 

Gregory W. Lawrence is a Strategic Partner for Lifestyle Wealth Management. With over 30 years of experience in the financial industry, Greg has established himself as a dedicated advisor and leader.

Greg’s career is marked by a steadfast commitment to his clients' financial well-being. He is the co-author of "The Informed Fed," a comprehensive guide on federal benefits, reflecting his expertise in the sector. Greg's extensive background includes owning two successful financial firms and serving as the Senior National Sales Director with Citigroup.

Greg holds multiple prestigious financial designations, including CFP® and ChFEBCSM, underscoring his extensive knowledge and dedication to his profession. His commitment to continuing education and professional development ensures that he remains at the forefront of industry trends and best practices.

Beyond his professional achievements, Greg is a devoted family man. He and his wife, Elaine, are blessed with six children and five grandchildren, who are spread across the United States. Greg enjoys hiking, traveling, reading, and sports, balancing his professional life with these personal interests.

Active in his community, Greg is a member of Our Lady of Light Parish and is passionate about giving back. He supports various charities dedicated to feeding the poor, embodying his commitment to service both in his career and personal life.

Frank Barrale is a seasoned investment advisor, decorated U.S. Army combat veteran, and Financial Wellness Advocate committed to helping empower individuals and families toward their financial and retirement goals. With a remarkable 30-year career as a helicopter maintenance aviator in the U.S. Army, Frank's career reflects a deep dedication to service and enables him to focus on protecting his clients’ financial futures. His military experience instilled core values of integrity, precision, and unwavering commitment, which define his professional approach to helping others achieve their financial goals.

As an experienced financial advisor, Frank is a dedicated guide for his clients, leveraging his Series 65 license and expertise as an Investment Advisor Representative. He is also licensed in Life and Annuity Insurance, providing comprehensive and ethical financial strategies tailored to each client's needs. Frank's personalized approach helps ensure financial balance and long-term protection.

Beyond his professional endeavors, Frank is a devoted family man. Married for 38 years, he finds joy as a father to two married children and a grandfather to six grandchildren. In his leisure time, Frank enjoys outdoor adventures, including running, biking, boating, kayaking, and unwinding on the beach.

Sarah Dodson serves as Executive Assistant and Event Planner for Lifestyle Wealth Management, leveraging her expertise in business administration with a focus on management and marketing. With a keen eye for detail and a knack for turning ideas into reality, Sarah spearheads the firm's workshops and client-only events. Drawing from a rich background in event coordination and volunteerism, she is dedicated to extending support to federal and military personnel, a community close to her heart.

Sarah is deeply committed to helping others and effecting positive change in their lives. She strives for her dedication and skills to shine through in every endeavor. Organizing impactful events for communities brings her immense joy. As a military spouse, she is devoted to ensuring that service members and their families receive the utmost respect. Her greatest satisfaction comes from assisting individuals and adding a touch of brightness to their days.

Hailing from Columbus, OH, Sarah has traversed the nation alongside her Navy husband, settling on Oahu for nearly a decade. Here they've built a cherished home near Pearl Harbor with their two children, Emmalinn and Benjamin. Amidst the tranquility of the beach, you will find Sarah indulging in her love for literature. In other free time, Sarah contributes to various volunteer initiatives. She cherishes moments with her family, while they explore Hawaii.