OUR TEAM

The People Behind Lighthouse Planning

Together, our team supports clients with a wide range of financial planning needs, including wealth management, retirement planning, insurance strategies, and business planning. Working collaboratively, we help individuals, families, medical professionals, and business owners navigate important financial decisions through personalized guidance and long-term planning.

Talent to Navigate Any Environment

Behind every client relationship is a team dedicated to helping clients navigate life's financial decisions with professionalism, collaboration, and personalized service. Get to know the advisors and professionals who work together to support your financial journey.

Choosing a financial planning team starts with a conversation. Whether you're planning for the future, growing a business, or preparing for retirement, we're here to help you take the next step with thoughtful guidance and personalized planning.