Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We’re a diverse and compassionate team of relationship builders, thinkers, and innovators focused on expanding our client relationships and what’s possible with money. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Over the years, we have found a team approach to be an effective method to help you maneuver through a complex financial-services world. We invite you to discover and experience the power of our services through Our Lighthouse Team. We believe it has far-reaching benefits for our clients with diverse backgrounds, education, and experience. We have every intention of giving you our undivided attention—from planning to execution to follow-ups and check-ins. Whether connecting in person, by virtual online meetings, telephone, text or by email. you'll encounter different members of our team assisting you toward your goals.
Financial Professional/Wealth Manager
Your Financial Professional/Wealth managers provides financial advice to help you Plan, Accumulate, Grow and Preserve your wealth. This advice goes beyond just providing advice on your investments or designing a financial plan for you. Your Financial Professional will offer investment recommendations and consult with you on various financial decisions. It also includes managing, creating and monitoring your financial and wealth building plan throughout your relationship with us and other services such as investment management, tax planning, charitable planning and estate planning. Your Financial Professional will also serve as your accountability coach for your financial plan and visit with you during follow-ups and review appointments.
Your Financial Professional may be assisted by a Registered Assistant who is trained and licensed to take your liquidation or buy of mutual fund orders under the Financial Professional's guidance. New accounts are created by the Registered Assistant, asset allocation and rebalancing of portfolios are made and assistance provided to you for technical issues you may experience to ensure you receive excellent service and support. As a Registered Assistant to the Financial Professional /Wealth Manager she is trained to evaluate you for follow-up visits or review appointments.
Client Experience Assistant
This team member is your primary point of contact to manage your interaction in an efficient and timely manner. They will assist with services you may need such as scheduling of review appointments, administrative task, check-in communication and will collaborate with internal teams to turn valuable client feedback into practical overall improvements. The Client Experience Assistant will engage proactively and build strong, long-lasting relationships with our clients through frequent communications online, mail and social media platforms.
CEO, Wealth Manager/Registered Financial Professional
Client Support and Operations Manager
Client Experience/Marketing Assistant
FSC Securities Corporation is our independent Broker-Dealer.www.fscorp.com. With over 50 years of experience and commitment to supporting financial advisors in serving their clients and growing their businesses. FSC provides financial advisors with the service, support, strength, and stability you demand in today's challenging financial arena. Since 1958, FSC has been assisting independent financial service professionals who are dedicated to attaining their clients' financial goals. FSC Securities Corporation is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our best work is born through serving others, listening deeply, speaking with care, enjoying your family and helping you pursue your goals
Schedule your introductory call with Kathy Williams. During this time, we’ll get to know you and explore your unique needs. Here’s how it works:
Want to know more? Then schedule a one hour in person or zoom consultation to learn about each other better.