Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

 

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-wallace

Wendy J. Wallace Owner / Founder

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.

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Moya Campbell Director of Marketing & Client Services

Moya Campbell Director of Marketing & Client Services

Moya coordinates all activities related to client events, focusing on client relationships and creating and distributing marketing communications. She has a passion for providing top-notch customer service.

Moya started working for her mother, Wendy, in 2007 as an administrative assistant. Besides her marketing responsibilities, she also plays a strategic role in retirement income strategies through the use of insurance products.

Moya graduated from DeVry University with a bachelor’s degree in business administration. For the past five years, Moya has been involved in many aspects of the business, from administration, operations and management to marketing and client services.

Moya lives on Wilmington Island with her three children and their dogs. She enjoys reading, swimming, going to the beach and spending time with family and friends.

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Deanna Flynn Client Services & Insurance Professional

Deanna Flynn Client Services & Insurance Professional

Deanna coordinates the daily tasks and assists in managing marketing communications related to clients. She maintains a welcoming environment and is a consistent contact for strong client relationships. She has a passion for detailed organization. Deanna is the health insurance professional in our office and assists clients with all Medicare-related questions and needs.

Deanna started working for the firm in December of 2019 as an administrative and marketing assistant. Along with those responsibilities, Deanna plays a crucial role in servicing the needs of all individuals in and outside of the business.

Deanna graduated from Georgia Southern University with a bachelor’s degree in Business Economics. For the past two years, Deanna has been striving to find a career in which she can display her skills and continuously grow and has found that spark within the financial services industry.

Deanna lives on Wilmington Island with her Chihuahua, Bubbles. She enjoys reading, knitting, cooking, trying new restaurants, and watching her favorite TV shows.

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Jacob Bullock Insurance Professional

Jacob Bullock Insurance Professional

Jacob joined Lighthouse Financial in June of 2020. He’s working as a paraplanner in tandem with Wendy, helping to formulate personalized plans to meet the needs of our clients. He brings to the group an enthusiasm for great service and a love of educating and helping others learn.

Jacob enters the industry after an illustrious career in food and beverage, working with Michelin-Star and James Beard award-winning chefs. Following a tutelage under a Master Sommelier, he became a Certified Sommelier himself and managed fine beverage programs across the country.

When he’s not at work, you will often find Jacob in the kitchen playing with his sourdough starter or waxing poetic about a glass of Champagne. He lives in Hapeville, GA with his husband, their dog Chuleta, and their cat, Ms. Pickle.

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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.

Request Your Quote!

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Request Your Quote!

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.

Schedule a Meeting

Or give us a call at 912.354.4200