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Lighthouse Financial is a regional, boutique, financial services firm that consist of 5 advisors. Some of our professionals have backgrounds as CPAs, or have experience with estate planning strategies.
Our combined experience is over 60 years with the oldest in their 50’s and the youngest in their 20’s. We have offices in Rogers & Bentonville, AR and Tulsa & Edmond OK.
We focus on working with high income and high net worth individuals to help them plan for... and more importantly REACH ... their financial goals.
What sets us apart from other firms is that we combine tax advantaged strategies into our investment strategies in an effort to lower the amount of taxes our clients pay during their retirement years.
We believe a person’s largest expense that they will pay during their retirement years is not our fee, or investment and insurance products expenses...but rather... it's the IRS.
If we can help lower the amount of taxes a person pays, they may be able to have a retirement lifestyle that normally they would not be able to have-- or they could transfer more wealth to their family upon their death.
Our foundation is two-fold.
First: living by "the golden rule” and second: comprehensive financial planning
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Professional approach and experience:
Throughout his two decade career as a Financial Professional, Lance has defined “or fine-tuned” his PURPOSE as a financial advisor. Which is developing lifelong relationships with his clients and providing them financial peace of mind and clarity of how they are going to accomplish their goals. Lance prides himself in being able to explain all the details and complex issues in a clear language that his clients can understand.
Furthermore, he brings value to our clients by recommending financial products and investments with an unbiased viewpoint gained by practicing through our DBA, Lighthouse Financial
Academic achievements include:
Life outside of Business:
Lance's philosophy in life is to follow 3 simply rules; God, Family, Work. Growing up in Lamar, Missouri, his parents instilled in him the values that he strives to live by each and every day. He strongly believe in the power of community service and reaching out to those in need. Lance and his wife and three children reside in Fayetteville and they try to instill those same values in his children. He also enjoys spending time golfing, hunting, snow skiing, water skiing, and Crossfit
Arkansas Insurance License #: 898008
California Insurance License # 0B41058
Nancy is your new accounts concierge. She will be helping you through the entire set up process and will make sure everything gets where it needs to go as quick and efficient as possible. If accounts are being transferred she will keep you informed of the status and keep you abreast of where your money was vs. where it is going. She is great at what she does and we are confident you will enjoy working with her. Expect to hear from her soon!
Kirk is our licensed financial representative and will be the one to go to for trades, distributions, contribution, rebalance etc. He enjoys what he does and makes customer service his top priority.
We are confident you will enjoy working with him. He is here to help you with all your customer service needs.
Life outside work:
He enjoys spending time with his wife, Judy and watching sporting events, hiking, ice hockey, football, and the Razorbacks. He also has one grown son and they like to hunt and fish together.
In his career as a financial professional he has seen "tech bubbles" burst, "too big to fail" fail, and housing markets crumble. In observation of these events, there has been one constant, clients want to know that their financial professional is on watch. That sounds simple enough, right? Too many times when under extreme circumstances, poor decisions are made and most of the time this could have been avoided with proper planning. Ben's belief is that building a transparent and unbiased communication bridge and comprehensive financial plan with clients is as important as building their portfolio. If both are built on a solid foundation that helps for proper decisions can be made during times of duress.
To stay on top of the field and continually develop professional skills, he regularly attends due diligence meetings and certification programs. He is currently serving as a representative of the National Associates Form and numerous other industry committees.
Life outside of business:
Ben and his wife Teresa have 2 children who keep them extremely busy with their activities. When not at a Razorback event you will find them camping in the Ozarks or fly fishing a near-by stream. They enjoy traveling and have set a family goal of visiting all 50 states their oldest graduates high school.
AR Insurance License # 3333212
Alyssa assists with all things involved in your financial plan, as well as making sure all your needs are met when it comes to online account access and eMoney. She researches financial databases and products that match clients’ needs, along with constructing visual aids including charts, graphs, and tables to be used in client meetings. Alyssa supports our financial advisors by preparing for meetings, making preliminary financial planning recommendations, and coordinate marketing events.
As always, you can expect the same level of excellent service in everything that Alyssa touches!
Sam's main goal is to make sure you always have a smile on your face!
She will make sure you have review meetings on a regular basis so that you are kept informed on how your investment and insurance accounts are doing, but more importantly, so your financial plan can be updated to make sure you stay on track to meet your financial goals. She is also responsible for scheduling and managing our marketing and client appreciation events. Call or email her if you would like to schedule a meeting with your advisor or if you have a question and would like to talk to them.
She is also our social media marketing manager. Check out our Facebook page and be sure to like us and share us!
Morgan is your new accounts ambassador. She will be helping you through the entire set up process and will make sure everything gets where it needs to go as quick and efficient as possible. If accounts are being transferred she will keep you informed of the status and keep you abreast of where your money was vs. where it is going. She is great at what she does and we are confident you will enjoy working with her. Expect to hear from her soon!
Travis has been a certified public accountant since 1985 and a licensed financial professional since 2000. He has worked for companies like Arthur Andersen Co. and WalMart Stores, Inc. in the past where he has gained broad based experience in accounting issues. Since 1995 he has owned his own CPA practice in Bentonville where he helps small businesses and high net worth individuals achieve their financial goals.
Travis is a graduate of the University of Oklahoma and currently holds license as a:
Travis focuses his financial practice on wealth accumulation and preservation for individuals and small business owners and their employees. He brings a practical approach to wealth management that has resulted in long term relationships with his clients.
Travis is highly involved in his community where he serves on the Bentonville School Board and as a member of several other non-profit boards.
Travis lives in Bentonville, Arkansas with his wife Debbie. He has three children, Matt, Marisa and Garrett and one grandchild, Macie.
In his capacity as a financial professional with Lighthouse Financial, Travis does not offer tax or legal advice, or any accountancy services.
AR Insurance License #3820592
Grant grew up in a small town in East Arkansas where everybody knows everybody. After graduating from Wynne High school, he moved to Fayetteville to study Finance at the University of Arkansas. While in school, he was very involved with his fraternity and a student ministry on campus that he did multiple projects and overseas trips with. These experiences really shaped him and led him to pursue a career as a financial planner. Grant loves to engage other people because he loves connecting with individuals and learning about their background and who they are. He has a desire to have a positive impact on the lives of others and that is why he is in this business.
His faith is the biggest part of who he is and truly believes that it is a God thing that he ended up with this firm. He knows that he is teamed up with the best in the business and can confidently say that with the team approach that we have here, we are going to be able to do our best to provide you with the greatest financial plan possible.
What you'll get from Grant is integrity, honesty and most importantly a passion to make a difference.
Grant is a graduate of the University of Arkansas and currently holds the following licenses:
FINRA Series 7 Securities
FINRA Series 66
AR Insurance License # 17770540
Dax was born in Southeast Arkansas and raised in Little Rock. He and his wife, Karri and their two children relocated to Northwest Arkansas in 2007. Dax has a desire to help his clients achieve their goals, that stems from two experiences much earlier in life. One, when a financial planner took time to work with he and Karri as newlyweds, which was very positive. The other from watching a family business be born, grow and mature, and divest with no plan in place...ever. This was far from positive. In today's ever changing economy and financial markets, putting active risk management practices to work in your portfolio that are uniquely tailored to fit your specific needs are more important than ever. Developing and implementing these strategies is his passion.
Bachelors Degree in Business Management: University of Arkansas
Life outside of Business:
Dax and Karri's two children keep them very busy with school and club volleyball teams, and whatever sport is in season. As a family they enjoy traveling together, sports and anything that involves the outdoors.
AR Insurnace License # 9501840
John's mission is to assist families and retirees in the preservation and accumulation of their retirement assets through proper financial planning while providing superior service and advice. He and his team work closely with their clients through different life stages, ranging from wealth accumulation to wealth preservation and finally to income distribution.
He has a passion for helping people and thoroughly enjoys and is thankful for the many relationships this great business has allowed him to establish.
He graduated from NSU in 1991 and immediately began his career as a financial advisor.
Life outside of business:
John and his wife Susie are blessed to have four children, Zack, Summer, Stone, and Steele.
AR Insurance License # 1636203
Nichole is responsible for all new account setups, account maintenance, and account transfers. She assists on all accounts from start to finish and can walk you through online account access, new client paperwork, and move money requests and transfers. Nichole also loves to coordinate marketing and client appreciation events where her education is strongly rooted. She is a committed team member who strives for excellence both personally and professionally. Her commitment to community and customer service will help you achieve your financial objectives.
Education: Bachelor of Arts in Communication Studies
Master of Liberal Studies in Organizational Leadership
Nichole resides in Oklahoma City with her two children, Madden and Averie. In her spare time, she loves getting outdoors and traveling with the kids. They enjoy exploring bookstores, fishing, and throwing the ball around. Nichole is also a part of the Plaza District OKC art community where she creates and sells her unique and organic kids’ fashion clothing. She also loves running, practicing yoga, and fishing. On the weekends, you can usually find her and the kids adventuring outdoors or visiting with extended family.
Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Lighthouse Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
PPG 121622 (1/17)(Exp 1/19)