Discover the Team Behind Longevity Wealth Strategies

Financial Clarity for a Life That Matters

At Longevity Wealth Strategies, we’re not just here to manage money—we’re here to guide you through life’s big transitions with calm, clarity, and confidence. Whether you’re getting close to retirement or juggling today’s needs with tomorrow’s dreams, we’ll help make the complex feel simple so you can focus on what matters most.

Our Approach:

Personal guidance. Smart tools. Real results.

  • We listen first - your story comes before any numbers.

  • We speak human - no jargon, no pressure.

  • We care deeply - big-firm resources with boutique-level attention.

What We Believe

Wealth isn’t just a balance sheet - it’s freedom and confidence. Our mission is to help you live well today and retire with confidence tomorrow.

Why We Do This

We’ve seen what happens when families don’t have a plan - missed opportunities, delayed decisions, unnecessary stress. That’s why we’re here: to give you clarity, structure, and support every step of the way. You don’t have to figure it all out alone.

Meet the Founder’s of Longevity Wealth Strategies

Corporate woman smiling, sitting with arms crossed on a white table, wearing a white blouse, black blazer, pearl necklace, and earrings.

Khy Sweeney Co-Founder & Chief Operating Officer

Khy grew up in a home shaped by chalkboards and lesson plans—both of her parents were teachers who instilled the value of preparation, empathy, and lifelong learning.

Her background as a Division I volleyball player and youth coach taught her the power of communication, teamwork, and encouragement. That same spirit drives her work today.

Khy’s passion for financial planning is rooted in personal experience. She witnessed the emotional toll financial disorganization can take on a family, and it shaped her mission: to help others feel calm, clear, and confident about their financial lives.

At Longevity Wealth Strategies, Khy is the heart of the client experience. She ensures every question is answered, every plan stays on track, and every client feels truly heard. Her warmth and attention to detail help clients feel supported—because financial planning isn’t just technical, it’s deeply personal.

Away from work, Khy brings her creativity to the kitchen. She loves trying new recipes and creating meals that bring people together—infusing that same care into every client relationship.

A smiling middle-aged man with light brown hair, wearing a dark suit jacket and a light pink shirt, sitting on a cream-colored sofa in a well-lit room.

Mark Sweeney Co-Founder & Financial Planner

Mark didn’t begin his career in finance. He spent years in IT and government contracting—fields built on systems, logic, and precision. But it was personal experience that reshaped his path.

As part of the sandwich generation, Mark was raising a family while helping care for an aging parent who had lost nearly everything—not from a lack of work ethic, but from a lack of planning. That experience lit a fire in him. He realized financial planning isn’t just about wealth—it’s about taking care of the people you love.

That became the foundation for Longevity Wealth Strategies: a firm built to help others avoid the pain his family faced. Today, Mark helps clients create personalized financial plans that support their lives now and in the future. He brings a coach’s mindset to his work—developed through years of coaching youth sports—emphasizing strategy, accountability, and long-term vision.

Outside the office, Mark enjoys genealogy research (he recently uncovered an ancestor from the Jamestown colony), exploring cutting-edge insights in longevity science and spending time with family. He’s passionate about helping clients extend not just their lifespan, but their healthspan and wealthspan, so they can live with purpose at every stage.

Chief Happiness Officer

Meet Calvin – Chief Happiness Officer

Calvin’s job is to greet visitors, nap in sunny spots, and remind us to take breaks. He’s proof that joy belongs in every plan.

Your Financial Concierge

When you work with us, you get more than a plan—you get a Financial Concierge. Backed by the resources of two Fortune 500 firms and a trusted network of professionals, we coordinate every part of your financial life so you don’t have to.

Our Expert Network Includes:

  • CPAs for smart tax strategies

  • Attorneys for estate planning

  • Trust specialists for legacy protection

  • Insurance experts for risk management

  • Financial wellness experts for workplace programs

  • Payroll & benefits experts for business owners

  • Lending professionals for mortgages and liquidity

  • Charitable giving advisors for meaningful impact

We bring all the right people to the table - so you can spend more time living your life.

Ready to Take the Next Step?

Let’s build a personalized plan that reflects your goals—today and tomorrow.

Let’s have a conversation