Meet The Team
The team behind Lighthouse Financial Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Wendy J. Wallace Owner / Founder / Financial Advisor
Wendy's primary focus is to help clients enhance and preserve their wealth and estates. With over 15 years of experience, she provides financial advice tailored to the individual needs of her clients. Her main goal is to help her clients feel more confident during their retirement years.
Originally from England, Wendy grew up in Atlanta. She has two children, Jacob and Moya, and three grandchildren, Kevin, Julius and Maya. Wendy lives on Tybee and enjoys reading, boating, vacationing and spending time with her family.
Moya Campbell Vice President & Director of Marketing
Deanna Flynn Marketing Assistant
Jessica DavisDirector of First Impressions
REQUEST YOUR MEDICARE SUPPLEMENT QUOTE TODAY!
Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation Medicare Supplement insurance quotes; that means no hassle, and no pressure to apply.
Lighthouse Financial Group, LLC., is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Any and all other services related to Medicare is an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.