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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Why I started My Company

I am the oldest in my family of eight children. My parents lived one day at a time trying to figure out how to manage financially. My father was chronically ill during my childhood. He lost his battle with heart disease when I was eighteen years old. My mother had to figure out how to take care of us on her own. I have always wanted to learn the secret of why some people had it better financially.

Over the years I have witnessed how devastating life can be for families who were not empowered through financial education. Individuals and families have received inheritances one year and three years later it is all gone from reckless spending and taxes. Widows come to us after the loss of their loved one, and are trying to make their money keep their family afloat. People retire one day and one year later must go back to work because of inadequate planning. My life’s mission is to help people become savvier with their money and Plan Accumulate Grow and Preserve their wealth.

Our success is largely due to our dedicated clientele, our Lighthouse team and my back office support with FSC Securities. I am delighted to work with such a group of talented individuals who share my passion and dedication to make sure each client is supported. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Today, Advance Financial Lighthouse guides over 110 families. We were formed with the purpose of doing things different in the wealth management industry. This means providing clients with independent advice, transparency and individual attention. We continuously work hard to maintain the boutique feel our clients love us for. Our team provides ongoing wealth management and comprehensive financial planning services. We help our clients plan, accumulate, grow, and preserve wealth with upfront planning, ongoing support, and accountability. 

I love what I do; focus on helping individuals and families pursue stable financial footing while undergoing various transitions in their lives. I could not be prouder of the work we do every day.

About Us

Why We're Different

Why We're Different

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Our Process

Our Process

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