Lighthouse Investment Advisors, Inc., a state registered investment advisor serving Powder Springs, GA and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Lighthouse Investment Advisors, Inc.
Lighthouse Investment Advisors, Inc. provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Lighthouse Investment Advisors, Inc. is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Lighthouse Financial, Inc.
President and Investment Advisor Representative
As the president and co-founder of Lighthouse Investment Advisors, Inc., I believe that we are in a unique position to come along side our clients to develop a lifelong relationship. We value our clients, their families, time and financial goals.
I decided to start in this business after sitting down with someone who needed to retire during the Great Recession and they were afraid they would not have the money to retire. After talking with them for quite some time it was apparent to me that having a plan meant more than just building an account with a lot of money.
I really enjoy helping our clients organize their financial lives. This is why I take time to listen to what is important to our clients, then help put goals and strategies into perspective to make sense of the financial world.
Vice President of Operations
As the vice president of operations and co-founder of Lighthouse Investment Advisors, Inc., I have a great responsibility in making sure that our clients’ are our number one priority.
I enjoy spending time getting to know our clients, their families and work life. We value the relationships that we have with our clients and I enjoy making sure that our client’s experience with us is the best it can be.
I have the privilege of spending time out in the community, developing relationships with our local chamber of commerce, other business alliances and non-profits. For me, it is all about building relationships and supporting the local communities where we live and work.