Our Team

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Professional Approach and Experience:

Throughout his two decade career as a Financial Professional, Lance has defined “or fine-tuned”  his PURPOSE as an advisor.  Which is developing lifelong relationships with his clients and providing them financial confidence 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:

• Bachelor of Arts in Finance from the University of Arkansas
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance
• CFP® certification from the College for Financial Planning

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 believes 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 their children. He also enjoys spending time golfing, hunting, snow skiing, water skiing, and Crossfit

Arkansas Insurance License #898008

California Insurance License #0B41058

Professional Approach and Experience:

Amanda has been a certified public accountant since 2006. In 2015 she became a licensed and registered financial professional through the trusted advisor program of AXA Advisors and AXA Network. She has a wide variety of work experience in public accounting, as Controller for privately held companies and non-profit entities.  

Academic Achievements Include:

• Bachelor of Arts from Piedmont College
• Master of Arts in Accounting from Kennesaw State University
• Certified Public Accountant in Arkansas and Georgia
• FINRA Series 7
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

Amanda was born and raised in Atlanta, GA.  She and her husband, Aaron relocated to Northwest Arkansas in 2009.  Amanda and Aaron have three daughters that keep them very busy with school and club soccer activities.  Their family is very active in the community.  They are members of Grace Point Church and Amanda currently serves as Treasurer of a local non-profit.

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Professional Approach and Experience:

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 can help ensure proper decisions being 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 Forum and numerous other industry committees.

Academic Achievements Include:

• Bachelor of Arts from the University of Arkansas
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance

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 before their oldest graduates high school.

AR Insurance License #3333212

Professional Approach and Experience:

Sam's main goal is to help ensure you always have a smile on your face! She will help ensure 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 help 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!

Life Outside of Business:

Sam and her husband enjoy being outside, kayaking in the spring and summer and hiking in the fall. They have two dogs, Harper and Tiny. She also likes to travel and spend time with her loved ones.
 

_{Samantha Loy provides administrative support only.}

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Professional Approach and Experience:

Travis has been a certified public accountant since 1985. In 2000 he became a licensed and registered financial professional through the Trusted Advisor program of AXA Advisors and AXA Network. 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. 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.

 Academic Achievements Include:

• Bachelor of Arts from University of Oklahoma
• Certified Public Accountant
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

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 and four grandchildren.

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, CA Insurance License #0K45033

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Professional Approach and Experience:

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 him 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 tailored to fit your unique needs are more important than ever. Developing and implementing these strategies is his passion.

Academic Achievements Include:

• Bachelor of Arts in Business Management from the University of Arkansas
• Registered Investment Advisor
• FINRA Series 7
• FINRA Series 66
• Life/Health/Disability Insurance

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 Insurance License #9501840

Professional Approach and Experience:

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.

Academic Achievements Include:

• Bachelor of Arts from Northeastern State University​
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

John and his wife, Susie, are blessed to have four children. They enjoy spending time at the lake, OU football, and golf.

AR Insurance License #1636203