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.
Sue Haupt, our Administrative Assistant and Office Manager grew up in Baltimore, Maryland where she attended Essex Community College and earned her A.A. Degree in Elementary Education. She then worked for the State of Maryland for eight years in Human Resources. She moved to Jacksonville with her husband of 30 years and her two sons in 1994. Since moving to Jacksonville, she has worked as a substitute teacher in the St. Johns County Schools and has been an office manager for a local psychologist for the past 10 years. In her spare time, Sue is a member of the Palms Chancel Choir and enjoys spending time with her family.
Rita Agnew Geer has recently joined Life Management Advisors as a Professional Guardian. After working as a Labor and Employment Paralegal for 8 years Rita became a certified Professional Guardian in June 2011. Rita has a B.A. Degree in Political Science from the University of North Florida and a Legal Studies Degree from Florida State College of Jacksonville. Previously, Rita was employed by Coca Cola for 10 years, eventually promoting to District Sales Manager, before making a career change to work in the legal field. Rita has been happily married for 28 years to her husband Robin, a retired U.S. Navy veteran, and has three children, Mary, Michael and Steven. The Geer family has lived in Orange Park for the past 20 years.
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 and her new husband, Troy, live in St. Augustine with her two sons, 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.
HEADQUARTERS: 830-13 A1A North #262, Ponte Vedra Beach, FL 32082, Phone: 904-803-3235, Fax: 904-473-5905