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 / 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.

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Moya Campbell Vice President & Director of Marketing

Moya Campbell Director of Marketing & Client Services
Insurance Professional

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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Ryan Kurr

Ryan KurrDirector of Client Services

Ryan Kurr Director of Client Services

Ryan Y. Kurr is a dedicated member of the team at Lighthouse Financial Group, LLC, based in Savannah, Georgia, with a personal mission that reflects his professional passion: "I am devoted to helping Wendy guide individuals and families toward their unique financial goals through the use of sound fiscal principles and innovative financial tools, ensuring that their aspirations remain at the heart of our collaboration." His professional journey began in 2014 as a Director of First Impressions, but it was his love of Savannah that led him back to Lighthouse Financial Group in 2023, after earning a bachelor's degree from the University of Maine at Augusta. As a self-identified finance and numbers geek, Ryan combines analytical expertise with a personal touch, taking the time to savor the local music scene and karaoke nights with friends in Savannah, where he lives with his spouse, James, and their Australian Shepherd, Benjamin. Though he now resides in Georgia, his connection to his birthplace, Maine, and his cherished family, including four stepchildren and two grandchildren, remains an essential element of his life.

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Jessie-Bright-2024

Jessie Bright Director of First Impressions

Jessie Bright Director of First Impressions

As the Director of First Impressions, Jessie is committed to fostering a welcoming environment in and outside of the office. Given her background in guest services and a degree in Communication Studies from James Madison University, she values developing interpersonal relationships in every aspect of her life.

While she is originally from Virginia, Jessie feels right at home in Savannah after having made her way down the Southeastern coast working on film sets the past few years. She especially loves reading, writing, and playing pool, as well as spending as much time as she can near the water.

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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.

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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.

Schedule a Meeting

Or give us a call at 912.354.4200