Lori brings over 15 years of experience in financial services and significant professional training with multiple financial certifications to her current position as a financial advisor with Wealth Enhancement. Lori shares her experience with clients on all aspects of financial planning, tax planning and estate planning.

Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO.

Courtney helps clients meet their long-term financial goals while forming personal, lasting relationships with those she works with. Courtney focuses on retirement planning, tax strategies, and the coordination of estate planning with investments. She puts an emphasis on lifelong learning and is passionate about financial literacy for the next generation of clients.

Jim launched his career in the financial services industry over 30 years ago. He was the founder of a registered investment advisory firm, which eventually expanded with a group of partners before becoming part of Wealth Enhancement. Jim uses a goals-focused, planning-oriented approach to help his clients reach their long-term goals.

Jordan has been serving clients in the financial services industry since 2015. He uses his passion for financial planning and the client experience to form strong connections. Prior to joining Wealth Enhancement Group in 2023, Jordan fulfilled multiple roles with Charles Schwab and Northwestern Mutual. He obtained the Certified Financial Planner Professional designation in 2018 and Chartered Financial Consultant designation in 2020.

Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process.

Meet the Lighthouse Team

Meet the Lighthouse Team Jonathan earned an Economics degree from the University of Maryland, College Park, and embarked on a fulfilling career in the financial services industry, beginning with the trading desk at a large online broker. Since then, he has enjoyed steady progress and success. He joined the Lighthouse team in 2017, which later became part of Wealth Enhancement.

Rick began his career as a CPA with Coopers & Lybrand and then served as the Chief Financial Officer with Rosenberg Real Estate Equity Funds (RREEF). In 2006, he established Lifetime Legacy Services, a boutique financial services firm specializing in real estate, concentrated wealth strategies and legacy planning.

In his current position as a financial advisor with Wealth Enhancement, Garrett brings a deep commitment to helping families and business owners as he provides professional guidance in retirement planning, investment management, business valuation, exit planning and estate strategies, including trusts and legacy planning. With a background as an Army veteran and current member of the Tennessee Army National Guard, he employs a disciplined and strategic approach to financial planning.