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 strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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 email@example.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... Read more Clay Abel, CFP® Financial Consultant 843-277-8265 firstname.lastname@example.org 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... Read more Jeremy Dale Billew LPL Financial Advisor 843-277-8258 email@example.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... Read more Bob Parham, LUTCF LPL Financial Advisor 843-277-8267 firstname.lastname@example.org 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... Read more Christy Rullis Client Services Manager (843) 277-8264 (843) 556-7568 email@example.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... Read more Lance Tyner LPL Financial Advisor 843-277-8256 843-556-7568 firstname.lastname@example.org 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... Read more Minneapolis, MN Chris Mathwig, LUTCF LPL Branch Manager, Minnesota 952-314-8479 email@example.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... Read more Kit Leary Wealth Advisor 952-679-6344 firstname.lastname@example.org 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... Read more Jodi R. Mathwig Office Manager & Client Services 952-314-8479 email@example.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... Read more Have a Question? Name Email Address Question Thank you! Oops!