Lighthouse Wealth Management is an independent, fee-only investment advisory firm. We partner with you to help you navigate all the financial challenges of life. We can answer your financial questions, help with tax planning and preparation, and guide you with your investments to help you reach your financial goals.
Benefits of working with an independent advisor
The Lighthouse Team
Over 40 years of combined Investing experience
Tim Rowsey founded Lighthouse Wealth Management in 2011. He has over 35 years of experience in the financial services industry. Prior to founding Lighthouse, he spent 25 years working for a tax and accounting, and investment advisory services firm. Years ago, while working as a CPA at that firm and looking at the investment portfolios of some of his tax clients, he realized that they needed help. His career as an investment advisor representative was born out of the needs of his clients and his desire to help them, and the rest is history!
Tim founded Lighthouse Wealth Management because he wanted to focus on individuals. His passion is to work with people that want and need someone to guide them and educate them on all personal financial matters.
Cheri Smeltzer has been with Tim at Lighthouse since its inception. Cheri has over 30 years of business experience, including 13 years in the financial services industry.
We have continued to grow since our beginning. In 2013, Aaron Rowsey joined the firm. He now serves as our Vice President and focuses on investment research. In 2015, we added Greg Emmons as another investment advisor representative. Both Aaron and Greg are also now shareholders of the firm.
Together we make a great team!
The Lighthouse Team
Founder and President
Tim is also a Certified Public Accountant and is licensed to sell insurance in Ohio. Tim has over 35 years of experience in accounting and finance. Tim is a 1981 graduate of Ashland University receiving a Bachelor of Science Degree in Business Administration with majors in Accounting and Finance. He passed the National Association of Securities Dealers Series 65 exam in 1997 and became a licensed Investment Advisor Representative.Tim has previously served on the boards of Ashland City Schools, American Red Cross, and Ashland YMCA and currently serves on the boards of The North Central State College Foundation and Brethren Care.
Aaron joined the firm in the spring of 2013. He works in the areas of income tax preparation, and investment research. Aaron is a 2012 graduate of Franklin University receiving a Bachelor of Science Degree in Business Administration. He is also a graduate of the 2014 Leadership Ashland class and he serves on the board of the Ashland YMCA.
Investment Advisor Representative
Greg is a 2007 Ashland University graduate, where he studied business and finance and was a captain on the Varsity Basketball team. He has obtained FINRA Securities Registrations Series 7 & 66 in addition to his life and health insurance licenses. He brings over 8 years of experience in the finance industry to Lighthouse. Greg is a graduate of the 2016 Leadership Ashland class and serves on the board at Associated Charities. He is currently studying for his CERTIFIED FINANCIAL PLANNER™ designation.
Office Manager and Compliance Specialist
Cheri brings over 30 years of business experience to Lighthouse, including 13 years in the financial services industry. Tim brought Cheri with him when he founded Lighthouse to handle everything from designing and decorating the office, to writing the firm’s policies and procedures, to setting up and maintaining the firm’s compliance program. Cheri also handles client service needs and serves as the firm’s main contact with Charles Schwab.