Owner / President
CurrentAs the Owner of Lighthouse Financial Advisory, I wear many hats. My favorite part of the job is meeting with my clients. I enjoy troubleshooting their immediate problems and planning for their future success. Financial security is something we all strive for, but most of us just don't know where to start. That's where I come in:-Directly working with C-level executives, educating them through presentations about corporate/employee insurance and retirement benefits.-Analyzing industry/product trends and reviewing predictive analytics.-Generating new leads and tracking old ones through a CRM.-Growing a client base of individuals and corporations through cold calling, warm calling, referral and networking program development.-Consulting individuals on retirement planning, risk management, budget goals, and portfolio analysis.-Managing an office of 7 employees.