Team

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...

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...

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...

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...

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...

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...

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...

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...