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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.


Experience and credentials to meet all of your financial needs

Lighthouse Wealth Management was founded in 2011 with a focus on helping individuals. We work with people that want and need guidance and education on all of their personal financial matters. Today our team of experienced financial professionals is here to help guide our clients toward their financial goals. We have four advisors, two Certified Public Accountants and two CERTIFIED FINANCIAL PLANNERS™ (CFP®) to help clients through the many financial decisions they must make throughout their entire lives.

The Lighthouse Team


Founder and CEO, Investment Advisor Representative

Tim is also a Certified Public Accountant and is licensed to sell insurance in Ohio. He 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 NASAA Uniform Investment Advisors Series 65 exam in 1997 and became an 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, Hospice of North Central Ohio, Brethren Care and the Ashland County Historical Society.


Vice President, Investment Advisor Representative

Aaron joined the firm in 2013. He is a 2012 graduate of Franklin University receiving a Bachelor of Science Degree in Business Administration. Aaron passed the NASAA Uniform Investment Advisor Series 65 exam in 2018 to become an Investment Advisor Representative. Prior to 2018, Aaron focused on investment research and individual tax preparation. He has over 7 years of financial services experience. He is also a graduate of the 2014 Leadership Ashland class .


President, 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. Greg is also a CERTIFIED FINANCIAL PLANNER™. He has over 13 years of experience in the finance industry. Greg is a graduate of the 2016 Leadership Ashland class and serves on the board at Associated Charities.


Investment Advisor Representative

Chris joined the firm in 2018.  He has over 25 years of financial services experience. He is a Certified Public Accountant (CPA) with a master’s degree in taxation and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is also licensed to sell insurance in Ohio. Chris is a graduate of North Central Technical College, Ashland University, and the University of Akron. In 2020 he joined Tim, Aaron, and Greg as a shareholder of the firm.  Chris serves on the board of United Way of Ashland County.


Office Manager and Compliance Specialist

Cheri brings over 30 years of business experience to Lighthouse, including 17 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. She is also the firm’s bookkeeper and handles most of the back office operations for the firm. Cheri also handles client service needs and serves as the firm’s main contact with Charles Schwab.


Office Manager

Katie joined the Lighthouse team in 2021 and will be stepping into the office manager role as Cheri retires on December 31. She is a client-centered business professional with a background in managing church, legal and manufacturing offices.  Katie’s goal is to oversee the kind of office that clients are excited to tell their friends and families about. Despite a bachelors degree in Business Administration from Mount Vernon Nazarene University, the source of Katie’s best education comes from the company’s long-time office and compliance extraordinaire, Cheri Smeltzer. In addition to serving the needs of our Lighthouse clients, she also actively serves on the board of Genesis Christian Academy and as the treasurer for the Ashland County Honor Bus.   When she isn’t at work, Katie enjoys spending time with tacos and her family.