Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Charleston, SC

Wes McKenna, MHA, LUTCF

President

843-277-8266

wes.mckenna@lpl.com

Wes received his Bachelor of Science degree in Business Administration from the College of Charleston, and his Masters in Health Administration degree from the Medical University of South Carolina. He has over 21 years of experience in...

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Clay Abel, CFP®

Financial Consultant

843-277-8265

clay.abel@lpl.com

Clay is one of our valued financial advisors and specializes in financial planning and investment management for families and small businesses. He has spent his career growing at Lighthouse Wealth Advisors and enjoys the work he does...

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Jeremy Dale Billew

LPL Financial Advisor

843-277-8258

jeremy.billew@lpl.com

Jeremy is one of our LPL financial advisors at Lighthouse Wealth Advisors, where he helps clients develop plans adjusted to their unique needs and goals. He previously worked at McKenna Agency as an Associate Agent, where he specialized...

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Bob Parham, LUTCF

LPL Financial Advisor

843-277-8267

bob.parham@lpl.com

Bob has over 21 years of experience in helping individuals, families and small businesses reach their financial goals and enjoys making client communication and attention to detail the priority of his practice. The personal attention...

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Christy Rullis

Client Services Manager

(843) 277-8264

(843) 556-7568

christy.rullis@lpl.com

As the Client Services Manager, Christy’s responsibilities including making sure that the client support needs are met for Wes McKenna’s current and future clients. She helps clients with account related inquiries including...

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Lance Tyner

LPL Financial Advisor

843-277-8256

843-556-7568

lance.tyner@lpl.com

Lance received two Bachelor of Arts degrees from Furman University, and a Masters degree from Duke University. Lance is an Investment Advisor Representative with LPL Financial. He currently holds SIE, Series 6, 63, and 65 licenses...
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Minneapolis, MN

Chris Mathwig, LUTCF

LPL Branch Manager, Minnesota

952-314-8479

chris.mathwig@lpl.com

Christopher is the branch manager of our Minnesota office, where he assists clients in identifying and clarifying their short, intermediate, and long-term goals. He has been in the financial services industry for over 8 years, all with...

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Kit Leary

Wealth Advisor

952-679-6344

kit.leary@lpl.com

Kit is a wealth advisor at Lighthouse Wealth Advisors, where he provides investment and financial advice to individuals, families, and businesses to help them successfully plan for their future. He has been in the financial services...

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Jodi R. Mathwig

Office Manager & Client Services

952-314-8479

jodi.mathwig@lpl.com

As our Office Manager and Client Services contact, Jodi acts as an assistant for Chris Mathwig, performs office management duties, customer service, reception, and marketing duties. She believes in doing whatever she can to support the...

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