Financial Planning For A Stable Future

Financial Advising for Federal Employees in Hawaii

Meet Your Dedicated Team

We operate as a boutique, tech-forward virtual family office serving federal families in Hawaii.

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.

Ariana Isaacs is the Client Relationship and Event Coordinator at Lifestyle Wealth Management, bringing an administrative background in client and operational leadership. With more than a decade of experience, she has built her career around curating meaningful relationships, leading complex operations, and helping ensure every interaction reflects a high standard of service, confidentiality, and accuracy.

At Lifestyle Wealth Management, Ariana serves as a consistent point of contact throughout each client's experience with the firm. She helps bring clarity and continuity to each interaction, with a focus on keeping clients informed and supported as their needs evolve. Her ability to balance operational excellence with genuine human connection has become a defining characteristic of her professional approach.

Outside of the office, Ariana enjoys literature, finding the next delicious recipe, exploring Hawaiʻi’s natural beauty, and refining the art of espresso. She is naturally curious and almost always learning something new, whether it is related to finance and investing, writing, or a new personal interest. Ariana believes the strongest relationships are built through authenticity, care, and a commitment to serving others.

Melanie Jocson brings more than 25 years of service and leadership experience within the financial services industry. She earned her bachelor's degree in economics from the University of California, Los Angeles, as well as a Certificate in Personal Financial Planning from UCLA Extension.

At Lifestyle Wealth Management, Melanie is the steady hand behind many of the client service processes that keep things moving. She works closely with Schwab and helps guide everything from new paperwork and transfers to distributions and DocuSign processing. Her depth of experience brings consistency, organization, and thoughtful oversight to the many moving pieces involved in supporting our clients and their financial needs.

Outside of the office, Melanie enjoys a mix of both indoor and outdoor adventures. She has a longtime love of quilting, knitting, and textiles, and is always on the lookout for a beautiful fabric or new piece to inspire her next project. She also enjoys traveling and experiencing the natural beauty, culture, and character of new places, with Tokyo, Japan being one of her most recent destinations. When she is closer to home, Melanie is an enthusiastic basketball fan and a proud supporter of the Los Angeles Clippers.