The Life Advisors Team

Meet Our Leadership

Behind every client conversation are advisors and experienced professionals who help evaluate the business, review current MCA obligations, explain available strategies, coordinate the restructuring process, and support the owner as the matter progresses.

Timothy T. Shaw, Managing Partner of Life Advisors

Timothy T. Shaw

Managing Partner

Bringing institutional banking discipline to every business owner we serve.

Timothy T. Shaw is a commercial banking and corporate finance executive with more than two decades of experience in middle-market lending, credit underwriting, capital structuring, and mergers and acquisitions. As Managing Partner of Life Advisors, he leads the firm’s strategic direction and sets the standards by which client engagements are evaluated, structured, and executed.

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Stacey Marshall, Senior Vice President of Operations at Life Advisors

Stacey Marshall

Senior Vice President of Operations

Leading with integrity, empowering businesses, and building pathways to sustainable financial success.

Stacey Marshall is an accomplished financial services and business operations executive with more than two decades of experience spanning banking, financial underwriting, strategic business management, entrepreneurship, and organizational leadership. As Senior Vice President of Operations at Life Advisors, she brings a sophisticated understanding of financial systems, operational strategy, and business development to the firm’s commitment to helping businesses navigate financial challenges and pursue sustainable financial stability.

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Luis M. Herrera, Director of Strategic Partnerships and ISO Relations at Life Advisors

Luis M. Herrera

Director of Strategic Partnerships & ISO Relations

Building strategic partnerships through trust, collaboration, and a commitment to mutual success.

Luis M. Herrera leads the strategic partnerships function at Life Advisors. As Director of Strategic Partnerships & ISO Relations, he is responsible for building, onboarding, and managing the firm’s network of Independent Sales Organizations (ISOs) and referral partners, the relationships through which many business owners are first introduced to the firm.

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