About Our Team

Navigate financial uncertainty with unwavering confidence.

When you partner with Lifetime Wealth Advisors, you get more than financial guidance.

You get a dedicated team that helps translate market swings into stability, breaks down complex choices into clear next steps, and adapts your strategy as your life unfolds.


Brad Palmersheim founded Lifetime Wealth Advisors in 2015 after decades in banking, and Harrison Falteisek brought global business insight and CFP ® rigor.


Together, they’ve helped everyone from welders to teachers to executives answer a single, powerful question: “Will I be okay?”


Based in Hudson, Wisconsin, serving the Twin Cities and clients nationwide.

The Lifetime Map™ Planning Process

The Lifetime Map is a living, visual guide to your financial big picture. It layers every milestone, from paychecks and pensions to taxes, dreams and what-ifs, onto one clear panorama. If your life (or the markets) shift, so does our strategy. By showing how each decision ripples forward in real time, your Map replaces guesswork with grounded, do-this-next insights you can act on with confidence..

STep 1

Listen & Learn 

A casual conversation about goals, potential risks, and the life you want next.

STep 2

Gather & Measure

We translate statements, tax returns, and timelines into a single, cohesive snapshot.

STep 3

Map the Route 

You receive a written strategy covering income, investments, tax minimization, and risk.

STep 4

Guide the Journey 

We implement, monitor, and pivot as life unfolds. You focus on living; we focus on the details.

With You Every Step of the way

Brad Palmersheim

Brad Palmersheim *

Founder & Principal Advisor

  • B.A. in finance and extensive banking management experience
  • Passionate about financial literacy and clear, honest advice
Harrison Falteisek, CFP®

Harrison Falteisek, CFP ® *

Senior Advisor

  • CFP ® from Boston Institute of Finance 
  • Brings modern insights and a fresh perspective to every client conversation
Harrison Falteisek, CFP®

Richard O’Connor

Operations Consultant

  • Keeps our client records spotless and our processes seamless
  • Behind-the-scenes problem-solver dedicated to accurate reporting and smooth team support.
Harrison Falteisek, CFP®

Stella

Falteisek

Chief Security Officer

Office Morale Lead

  • Retired Frisbee chasing champion who keeps our perimeter squirrel free
  • Enjoys greeting clients, swimming the St. Croix, and supervising meetings from under Harrison’s desk

(Declined to provide contact info; requests a treat before speaking)

Your next 30 years are worth the next 30 minutes.