Meet the Team

Meet Kelly Lynch

Kelly Lynch is the client services associate here at Lighthouse. Everyday she walks in the doors embracing each day as a new one, taking on different situations with bright eyes and a desire to help people.

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Meet the Team

Meet Daniel Peterman

Growing up, Daniel Peterman learned firsthand the negative impact poorly-informed financial decisions can have on a household, and the stressful toll they can put on a family. It’s that strife that motivated him to become a financial advisor and help understand their finances and achieve their goals.

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Newsletter

Newsletter – Fall 2021

Newsletter – Fall 2021 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here

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Newsletter

Newsletter – Summer 2021

Newsletter – Summer 2021 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here

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Financial Planning Resource

The Market & Inflation

Are you worried about the inflation you’re seeing? Wondering what, if anything, you should do with your investments to prepare?

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