Team

Every client at Lighthouse Wealth Management receives a personalized ‘team’ of support. We have an experienced staff of dedicated and knowledgeable wealth management professionals at your disposal ready to provide first-class guidance and support for both your near and long-term personal, family and business goals. We encourage you to get to know each of your personal support ‘teammates.’

Tom Kozlowski, CFP®

Andy Wilson, CFP®

Ed Kozlowski, M.S. Financial Planning

Henry L. Becker, Jr., CFP®

Michael C. Wali, CFP®, ChFC®

Katy Hartz, MBA, Support Advisor-Paraplanner

John Kelly, MBA, Support Advisor-Paraplanner

Brandon Masser, Internal Accountant

Jess Holler, Service Director

Joie Ridge, Service Director